Mascoma 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
2023 Q1	–	Sell	-100	Closed	-$2.51K	–	624
2022 Q4	$2.51K	Hold	100	–	–	﹤0.01%	553
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	555
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	543
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	536
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	467
2021 Q3	$3K	Buy	+100	New	+$3.54K	﹤0.01%	407
2021 Q2	–	Sell	-100	Closed	-$3K	–	191
2021 Q1	$3K	Buy	+100	New	+$3.04K	﹤0.01%	404
2019 Q2	–	Sell	-700	Closed	-$22K	–	390
2019 Q1	$22K	Hold	700	–	–	0.01%	215
2018 Q4	$20K	Hold	700	–	–	0.02%	211
2018 Q3	$18K	Hold	700	–	–	0.01%	242
2018 Q2	$18K	Hold	700	–	–	0.01%	229
2018 Q1	$16K	Hold	700	–	–	0.01%	236
2017 Q4	$17K	Hold	700	–	–	0.01%	225
2017 Q3	$19K	Hold	700	–	–	0.01%	234
2017 Q2	$22K	Buy	+700	New	+$22.2K	0.01%	226