CSPIA
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Cary Street Partners Investment Advisory’s Healthpeak Properties DOC Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-5,987
Closed -$110K – 912
2023
Q3 		$110K Buy
5,987
+1,092
+22% +$22.4K 0.01% 687
2023
Q2 		$98.4K Sell
4,895
-1,068
-18% -$22.2K 0.01% 666
2023
Q1 		$131K Sell
5,963
-322
-5% -$7.99K 0.01% 551
2022
Q4 		$158K Buy
+6,285
New +$153K 0.01% 507
2022
Q3 		– Sell
-7,511
Closed -$195K – 518
2022
Q2 		$195K Buy
+7,511
New +$228K 0.02% 420
2020
Q4 		– Sell
-1,019
Closed -$28K – 479
2020
Q3 		$28K Buy
+1,019
New +$27.9K 0.01% 590

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