Certified Advisory Corp’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 Q4	–	Sell	-1,335	Closed	-$24.5K	–	278
2023 Q3	$24.5K	Buy	1,335 +14	+1%	+$287	﹤0.01%	263
2023 Q2	$26.5K	Buy	1,321 +326	+33%	+$6.77K	﹤0.01%	239
2023 Q1	$21.9K	Buy	+995	New	+$24.7K	﹤0.01%	256
2022 Q3	–	Sell	-50	Closed	-$1K	–	227
2022 Q2	$1K	Sell	50 -904	-95%	-$27.4K	﹤0.01%	226
2022 Q1	$33K	Buy	+954	New	+$32.1K	0.01%	228
2021 Q2	–	Sell	-872	Closed	-$28K	–	335
2021 Q1	$28K	Buy	+872	New	+$26.5K	0.01%	433
2020 Q2	$23K	Buy	841 +13	+2%	+$332	0.01%	414
2020 Q1	$20K	Sell	828 -105	-11%	-$3.42K	0.01%	409
2019 Q4	$32K	Buy	933 +5	+0.5%	+$175	0.01%	384
2019 Q3	$33K	Buy	928 +9	+1%	+$304	0.01%	378
2019 Q2	$29K	Buy	919 +9	+1%	+$280	0.01%	405
2019 Q1	$28K	Sell	910 -12	-1%	-$366	0.01%	384
2018 Q4	$26K	Buy	922 +10	+1%	+$277	0.01%	371
2018 Q3	$24K	Buy	912 +7	+0.8%	+$184	0.01%	410
2018 Q2	$24K	Buy	905 +13	+1%	+$307	0.01%	389
2018 Q1	$20K	Buy	892 +12	+1%	+$279	0.01%	409
2017 Q4	$22K	Buy	+880	New	+$23.3K	0.02%	348