Iron Horse Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.5K	Hold	1,000	–	–	0.01%	228
2025 Q1	$20.2K	Hold	1,000	–	–	0.01%	198
2024 Q4	$20.3K	Hold	1,000	–	–	0.01%	182
2024 Q3	$22.9K	Hold	1,000	–	–	0.01%	165
2024 Q2	$19.6K	Hold	1,000	–	–	0.01%	164
2024 Q1	$18.8K	Hold	1,000	–	–	0.01%	137
2023 Q4	$19.8K	Hold	1,000	–	–	0.01%	122
2023 Q3	$18.4K	Hold	1,000	–	–	0.01%	119
2023 Q2	$20.1K	Hold	1,000	–	–	0.01%	106
2023 Q1	$22K	Hold	1,000	–	–	0.01%	101
2022 Q4	$25K	Buy	1,000 +750	+300%	+$18.2K	0.01%	92
2022 Q3	$6K	Sell	250 -1,000	-80%	-$26.4K	0.01%	96
2022 Q2	$32K	Hold	1,250	–	–	0.02%	80
2022 Q1	$43K	Hold	1,250	–	–	0.02%	76
2021 Q4	$45K	Hold	1,250	–	–	0.03%	72
2021 Q3	$42K	Sell	1,250 -700	-36%	-$24.8K	0.03%	67
2021 Q2	$65K	Sell	1,950 -100	-5%	-$3.36K	0.04%	59
2021 Q1	$65K	Sell	2,050 -500	-20%	-$15.2K	0.05%	58
2020 Q4	$77K	Buy	+2,550	New	+$74.2K	0.06%	57