J.W. Cole Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Buy	17,336 +3,803	+28%	+$66.6K	0.01%	1138
2025 Q1	$274K	Buy	+13,533	New	+$274K	0.01%	1015
2020 Q4	–	Sell	-16,461	Closed	-$447K	–	690
2020 Q3	$447K	Buy	+16,461	New	+$447K	0.03%	442