Joseph P. Lucia & Associates’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-89	Closed	-$2K	–	186
2022 Q2	$2K	Buy	89 +1	+1%	+$30	﹤0.01%	388
2022 Q1	$3K	Buy	+88	New	+$2.96K	﹤0.01%	379
2021 Q4	–	Sell	-87	Closed	-$3K	–	229
2021 Q3	$3K	Buy	87 +1	+1%	+$35	﹤0.01%	482
2021 Q2	$3K	Buy	86 +1	+1%	+$34	﹤0.01%	484
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	458
2020 Q4	$3K	Buy	+85	New	+$2.47K	﹤0.01%	422
2020 Q3	–	Sell	-82	Closed	-$2K	–	172
2020 Q2	$2K	Buy	82 +1	+1%	+$26	﹤0.01%	431
2020 Q1	$2K	Buy	81 +1	+1%	+$33	﹤0.01%	391
2019 Q4	$3K	Hold	80	–	–	﹤0.01%	390
2019 Q3	$3K	Buy	80 +1	+1%	+$34	﹤0.01%	390
2019 Q2	$3K	Sell	79 -2,361	-97%	-$73.4K	﹤0.01%	389
2019 Q1	$78	Buy	+2,440	New	+$74.3K	0.01%	275