Mount Yale Investment Advisors’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	$31.7K	Buy	+1,812	New	+$31.7K	﹤0.01%	940
2018 Q4	–	Sell	-1,009	Closed	-$29K	–	431
2018 Q3	$29K	Sell	1,009 -3,000	-75%	-$86.2K	0.01%	711
2018 Q2	$104K	Buy	+4,009	New	+$104K	0.02%	446