CreativeOne Wealth’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$190K	Sell	10,834 -4,476	-29%	-$78.4K	0.01%	1067
2025 Q1	$310K	Buy	15,310 +1,294	+9%	+$26.2K	0.01%	861
2024 Q4	$284K	Buy	14,016 +4,826	+53%	+$97.8K	0.01%	903
2024 Q3	$210K	Buy	+9,190	New	+$210K	0.01%	892