Simplicity Wealth’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-33,176	Closed	-$650K	–	679
2024 Q2	$650K	Buy	33,176 +1,851	+6%	+$36.3K	0.01%	655
2024 Q1	$587K	Buy	+31,325	New	+$587K	0.01%	674