Menard Financial Group’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,542	Closed	-$288K	–	95
2025 Q1	$288K	Sell	16,542 -121	-0.7%	-$2.11K	0.19%	87
2024 Q4	$338K	Buy	16,663 +1,765	+12%	+$35.8K	0.2%	88
2024 Q3	$341K	Buy	+14,898	New	+$341K	0.22%	93