CFG

Capstone Financial Group’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,852	Closed	-$185K	–	162
2020 Q2	$185K	Sell	6,852 -191	-3%	-$5.16K	0.15%	77
2020 Q1	$168K	Sell	7,043 -221	-3%	-$5.27K	0.17%	80
2019 Q4	$250K	Buy	+7,264	New	+$250K	0.24%	69