CAAS
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Capital Asset Advisory Services’s Healthpeak Properties DOC Stock Holding History

Capital Asset Advisory Services’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,450
Closed -$323K – 491
2022
Q2 		$323K Buy
12,450
+652
+6% +$19.8K 0.04% 297
2022
Q1 		$405K Buy
+11,798
New +$397K 0.04% 280
2021
Q1 		– Sell
-844
Closed -$26K – 880
2020
Q4 		$26K Buy
+844
New +$24.6K ﹤0.01% 783

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