Global Wealth Management Investment Advisory’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 Q1	–	Sell	-560	Closed	-$11.1K	–	222
2023 Q4	$11.1K	Buy	560 +200	+56%	+$3.52K	﹤0.01%	283
2023 Q3	$6.61K	Hold	360	–	–	﹤0.01%	318
2023 Q2	$7.24K	Buy	+360	New	+$7.47K	﹤0.01%	316
2022 Q3	–	Sell	-360	Closed	-$9K	–	231
2022 Q2	$9K	Hold	360	–	–	﹤0.01%	291
2022 Q1	$12K	Hold	360	–	–	﹤0.01%	302
2021 Q4	$13K	Sell	360 -1,000	-74%	-$34.5K	﹤0.01%	289
2021 Q3	$46K	Hold	1,360	–	–	0.01%	205
2021 Q2	$45K	Hold	1,360	–	–	0.02%	202
2021 Q1	$43K	Sell	1,360 -53	-4%	-$1.61K	0.02%	201
2020 Q4	$43K	Buy	1,413 +42	+3%	+$1.22K	0.02%	191
2020 Q3	$37K	Sell	1,371 -541	-28%	-$14.8K	0.02%	191
2020 Q2	$53K	Hold	1,912	–	–	0.02%	186
2020 Q1	$46K	Sell	1,912 -35	-2%	-$1.14K	0.02%	172
2019 Q4	$67K	Buy	1,947 +19	+1%	+$665	0.03%	161
2019 Q3	$69K	Buy	1,928 +46	+2%	+$1.55K	0.03%	149
2019 Q2	$60K	Buy	1,882 +295	+19%	+$9.17K	0.03%	160
2019 Q1	$50K	Buy	1,587 +80	+5%	+$2.44K	0.03%	206
2018 Q4	$42K	Buy	+1,507	New	+$41.7K	0.02%	227