JPLA
Joseph P. Lucia & Associates’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-89
| Closed | -$2K | – | 186 |
|
|
2022
Q2 | $2K | Buy |
89
+1
| +1% | +$22 | ﹤0.01% | 388 |
|
|
2022
Q1 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 379 |
|
|
2021
Q4 | – | Sell |
-87
| Closed | -$3K | – | 229 |
|
|
2021
Q3 | $3K | Buy |
87
+1
| +1% | +$34 | ﹤0.01% | 482 |
|
|
2021
Q2 | $3K | Buy |
86
+1
| +1% | +$35 | ﹤0.01% | 484 |
|
|
2021
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 458 |
|
|
2020
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 422 |
|
|
2020
Q3 | – | Sell |
-82
| Closed | -$2K | – | 172 |
|
|
2020
Q2 | $2K | Buy |
82
+1
| +1% | +$24 | ﹤0.01% | 431 |
|
|
2020
Q1 | $2K | Buy |
81
+1
| +1% | +$25 | ﹤0.01% | 391 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 390 |
|
|
2019
Q3 | $3K | Buy |
80
+1
| +1% | +$38 | ﹤0.01% | 390 |
|
|
2019
Q2 | $3K | Sell |
79
-2,361
| -97% | -$89.7K | ﹤0.01% | 389 |
|
|
2019
Q1 | $78 | Buy |
+2,440
| New | +$78 | 0.01% | 275 |
|