Pasadena Private Wealth’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,216	Closed	-$348K	–	151
2024 Q3	$348K	Sell	15,216 -834	-5%	-$19.1K	0.07%	108
2024 Q2	$315K	Sell	16,050 -4,826	-23%	-$94.6K	0.07%	107
2024 Q1	$391K	Sell	20,876 -925	-4%	-$17.3K	0.09%	93
2023 Q4	$432K	Buy	+21,801	New	+$432K	0.11%	88