Heritage Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-277	Closed	-$5.62K	–	597
2024 Q4	$5.62K	Buy	277 +49	+21%	+$993	﹤0.01%	480
2024 Q3	$5.21K	Buy	+228	New	+$5.21K	﹤0.01%	475