Jones Financial Companies’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
22,262
+7,535
| +51% | +$131K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $297K | Buy |
14,727
+2,764
| +23% | +$55.8K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $242K | Buy |
11,963
+2,118
| +22% | +$42.9K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $223K | Buy |
9,845
+5,596
| +132% | +$126K | ﹤0.01% | 1095 |
|
|
2024
Q2 | $83.3K | Buy |
+4,249
| New | +$83.3K | ﹤0.01% | 1101 |
|
|
2021
Q2 | – | Sell |
-402
| Closed | -$13K | – | 666 |
|
|
2021
Q1 | $13K | Hold |
402
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $12K | Buy |
+402
| New | +$12K | ﹤0.01% | 412 |
|
|
2013
Q3 | – | Sell |
-3,454
| Closed | -$143K | – | 741 |
|
|
2013
Q2 | $143K | Buy |
+3,454
| New | +$143K | ﹤0.01% | 223 |
|