BWP

Baldwin Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-83	Closed	-$1.9K	–	444
2024 Q3	$1.9K	Buy	+83	New	+$1.9K	﹤0.01%	953
2024 Q1	–	Sell	-300	Closed	-$5.94K	–	702
2023 Q4	$5.94K	Hold	300	–	–	﹤0.01%	614
2023 Q3	$5.51K	Hold	300	–	–	﹤0.01%	618
2023 Q2	$6.03K	Hold	300	–	–	﹤0.01%	635
2023 Q1	$6.59K	Hold	300	–	–	﹤0.01%	654
2022 Q4	$7.52K	Buy	+300	New	+$7.52K	﹤0.01%	632
2021 Q4	–	Sell	-100	Closed	-$3K	–	633
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	601
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	608
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	581
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	513
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	491
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	491
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	512
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	499
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	480
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	482
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	483
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	477
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	497
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	489
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	472
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	450
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	454
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	452
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	464
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	479
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	495
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	428
2016 Q1	$3K	Buy	+100	New	+$3K	﹤0.01%	453
2013 Q4	–	Sell	-17,345	Closed	-$710K	–	245
2013 Q3	$710K	Sell	17,345 -46,734	-73%	-$1.91M	0.13%	138
2013 Q2	$2.91M	Buy	+64,079	New	+$2.91M	0.58%	54