Marcum 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	-10,224	Closed	-$192K	–	396
2024 Q1	$192K	Buy	+10,224	New	+$192K	0.02%	349
2023 Q2	–	Sell	-10,060	Closed	-$221K	–	391
2023 Q1	$221K	Buy	+10,060	New	+$221K	0.03%	303