Pinnacle Wealth Planning Services’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,331	Closed	-$205K	–	469
2023 Q1	$205K	Sell	9,331 -1,457	-14%	-$32K	0.03%	397
2022 Q4	$270K	Buy	+10,788	New	+$270K	0.05%	287
2021 Q1	–	Sell	-2,252	Closed	-$68K	–	776
2020 Q4	$68K	Buy	+2,252	New	+$68K	0.02%	640