Novak & Powell Financial Services’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	$200K	Buy	11,445 +197	+2%	+$3.45K	0.14%	139
2025 Q1	$227K	Buy	11,248 +168	+2%	+$3.4K	0.14%	138
2024 Q4	$225K	Buy	11,080 +153	+1%	+$3.1K	0.13%	135
2024 Q3	$250K	Buy	10,927 +150	+1%	+$3.43K	0.14%	133
2024 Q2	$211K	Buy	+10,777	New	+$211K	0.13%	140