Impact Partnership Wealth’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18,261	Closed	-$342K	–	333
2024 Q1	$342K	Sell	18,261 -4,827	-21%	-$90.5K	0.14%	112
2023 Q4	$457K	Buy	23,088 +6,553	+40%	+$130K	0.17%	89
2023 Q3	$304K	Sell	16,535 -9,635	-37%	-$177K	0.09%	125
2023 Q2	$526K	Buy	+26,170	New	+$526K	0.18%	70