First Personal Financial Services’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$9.49K	Buy	415 +185	+80%	+$3.99K	﹤0.01%	309
2024 Q2	$4.51K	Hold	230	–	–	﹤0.01%	313
2024 Q1	$4.31K	Buy	+230	New	+$4.18K	﹤0.01%	312
2020 Q1	–	Sell	-29	Closed	-$1K	–	357
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	418
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	463
2019 Q2	$1K	Buy	+29	New	+$902	﹤0.01%	708
2018 Q2	–	Sell	-131	Closed	-$3K	–	732
2018 Q1	$3K	Sell	131 -588	-82%	-$13.7K	﹤0.01%	956
2017 Q4	$19K	Sell	719 -90	-11%	-$2.39K	﹤0.01%	654
2017 Q3	$23K	Buy	809 +90	+13%	+$2.71K	﹤0.01%	562
2017 Q2	$23K	Sell	719 -170	-19%	-$5.39K	0.01%	554
2017 Q1	$28K	Buy	889 +540	+155%	+$16.6K	0.01%	509
2016 Q4	$10K	Buy	349 +76	+28%	+$2.32K	﹤0.01%	706
2016 Q3	$9K	Hold	273	–	–	﹤0.01%	606
2016 Q2	$9K	Buy	+273	New	+$8.48K	﹤0.01%	580
2015 Q2	–	Sell	-51	Closed	-$2K	–	489
2015 Q1	$2K	Hold	51	–	–	﹤0.01%	427
2014 Q4	$2K	Buy	+51	New	+$2.02K	﹤0.01%	357