GFG

Goldstone Financial Group’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,376	Closed	-$230K	–	211
2025 Q1	$230K	Buy	11,376 +298	+3%	+$6.03K	0.03%	188
2024 Q4	$225K	Buy	11,078 +1,793	+19%	+$36.3K	0.04%	188
2024 Q3	$212K	Buy	+9,285	New	+$212K	0.04%	185