Bellwether Advisors’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-200	Closed	-$3.5K	–	254
2025 Q2	$3.5K	Hold	200	–	–	﹤0.01%	456
2025 Q1	$4.04K	Hold	200	–	–	﹤0.01%	386
2024 Q4	$4.05K	Buy	+200	New	+$4.33K	﹤0.01%	397
2023 Q2	–	Sell	-300	Closed	-$6.59K	–	191
2023 Q1	$6.59K	Hold	300	–	–	﹤0.01%	297
2022 Q4	$7.52K	Hold	300	–	–	﹤0.01%	285
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	303
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	262
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	310
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	334
2021 Q3	$10K	Hold	300	–	–	﹤0.01%	305
2021 Q2	$9K	Sell	300 -100	-25%	-$3.36K	﹤0.01%	274
2021 Q1	$12K	Hold	400	–	–	﹤0.01%	236
2020 Q4	$12K	Buy	+400	New	+$11.6K	0.01%	221