CWA

Canvas Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,918	Closed	-$269K	–	151
2023 Q4	$269K	Sell	12,918 -6,102	-32%	-$127K	0.1%	106
2023 Q3	$316K	Sell	19,020 -1,514	-7%	-$25.2K	0.13%	90
2023 Q2	$454K	Buy	+20,534	New	+$454K	0.17%	73