Liberty 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
2021 Q4	–	Sell	-1,696	Closed	-$56K	–	403
2021 Q3	$56K	Buy	1,696 +39	+2%	+$1.38K	0.02%	398
2021 Q2	$55K	Hold	1,657	–	–	0.02%	302
2021 Q1	$50K	Hold	1,657	–	–	0.02%	279
2020 Q4	$50K	Hold	1,657	–	–	0.02%	276
2020 Q3	$45K	Hold	1,657	–	–	0.03%	250
2020 Q2	$46K	Hold	1,657	–	–	0.03%	230
2020 Q1	$40K	Hold	1,657	–	–	0.03%	236
2019 Q4	$57K	Buy	1,657 +14	+0.9%	+$490	0.04%	223
2019 Q3	$59K	Sell	1,643 -1,400	-46%	-$47.3K	0.06%	204
2019 Q2	$97K	Buy	3,043 +1,400	+85%	+$43.5K	0.09%	170
2019 Q1	$51K	Buy	1,643 +25	+2%	+$762	0.04%	199
2018 Q4	$45K	Buy	+1,618	New	+$44.8K	0.03%	201