BerganKDV Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$9.29K	Sell	462 -1	-0.2%	-$21	﹤0.01%	562
2023 Q1	$10.2K	Hold	463	–	–	﹤0.01%	603
2022 Q4	$11.6K	Sell	463 -224	-33%	-$5.45K	﹤0.01%	559
2022 Q3	$16K	Buy	687 +101	+17%	+$2.67K	﹤0.01%	513
2022 Q2	$15K	Buy	586 +401	+217%	+$12.2K	﹤0.01%	521
2022 Q1	$6K	Buy	185 +1	+0.5%	+$34	﹤0.01%	689
2021 Q4	$7K	Sell	184 -2,577	-93%	-$88.9K	﹤0.01%	724
2021 Q3	$92K	Sell	2,761 -370	-12%	-$13.1K	0.01%	334
2021 Q2	$104K	Buy	3,131 +1	+0%	+$34	0.01%	309
2021 Q1	$99K	Buy	3,130 +1	+0%	+$30	0.01%	297
2020 Q4	$95K	Sell	3,129 -3	-0.1%	-$87	0.01%	283
2020 Q3	$85K	Hold	3,132	–	–	0.01%	281
2020 Q2	$86K	Sell	3,132 -1,384	-31%	-$35.3K	0.01%	285
2020 Q1	$108K	Sell	4,516 -45,934	-91%	-$1.5M	0.02%	251
2019 Q4	$1.74M	Sell	50,450 -1,886	-4%	-$66K	0.31%	74
2019 Q3	$1.86M	Sell	52,336 -11,682	-18%	-$394K	0.37%	62
2019 Q2	$2.05M	Sell	64,018 -5,319	-8%	-$165K	0.4%	55
2019 Q1	$2.17M	Buy	69,337 +2,833	+4%	+$86.3K	0.44%	46
2018 Q4	$1.86M	Buy	66,504 +671	+1%	+$18.6K	0.43%	45
2018 Q3	$1.73M	Sell	65,833 -3,107	-5%	-$81.7K	0.37%	52
2018 Q2	$1.78M	Buy	68,940 +5,158	+8%	+$122K	0.4%	47
2018 Q1	$1.48M	Buy	63,782 +11,985	+23%	+$278K	0.41%	51
2017 Q4	$1.35M	Buy	51,797 +2,110	+4%	+$55.9K	0.32%	61
2017 Q3	$1.38M	Sell	49,687 -663	-1%	-$19.9K	0.35%	56
2017 Q2	$1.61M	Buy	50,350 +3,449	+7%	+$109K	0.46%	41
2017 Q1	$1.47M	Buy	46,901 +9,197	+24%	+$282K	0.44%	45
2016 Q4	$1.12M	Sell	37,704 -5,033	-12%	-$153K	0.37%	52
2016 Q3	$1.48M	Sell	42,737 -4,246	-9%	-$149K	0.51%	37
2016 Q2	$1.51M	Buy	46,983 +9,716	+26%	+$302K	0.65%	36
2016 Q1	$1.11M	Buy	+37,267	New	+$1.12M	0.66%	47