NWM

Nicola Wealth Management’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-77,700	Closed	-$1.94M	–	116
2022 Q4	$1.94M	Buy	77,700 +29,700	+62%	+$743K	0.2%	94
2022 Q3	$1.1M	Buy	+48,000	New	+$1.1M	0.12%	118