Sound Income Strategies’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-404	Closed	-$8K	–	1376
2023 Q4	$8K	Hold	404	–	–	﹤0.01%	789
2023 Q3	$7.42K	Hold	404	–	–	﹤0.01%	658
2023 Q2	$8.12K	Hold	404	–	–	﹤0.01%	620
2023 Q1	$8.88K	Hold	404	–	–	﹤0.01%	582
2022 Q4	$10.1K	Hold	404	–	–	﹤0.01%	515
2022 Q3	$9K	Hold	404	–	–	﹤0.01%	480
2022 Q2	$10K	Hold	404	–	–	﹤0.01%	463
2022 Q1	$14K	Sell	404 -117	-22%	-$4.05K	﹤0.01%	403
2021 Q4	$19K	Buy	521 +117	+29%	+$4.27K	﹤0.01%	376
2021 Q3	$14K	Hold	404	–	–	﹤0.01%	399
2021 Q2	$13K	Sell	404 -116	-22%	-$3.73K	﹤0.01%	423
2021 Q1	$16.5K	Hold	520	–	–	﹤0.01%	387
2020 Q4	$16K	Hold	520	–	–	﹤0.01%	364
2020 Q3	$14K	Sell	520 -129	-20%	-$3.47K	﹤0.01%	346
2020 Q2	$18K	Sell	649 -371	-36%	-$10.3K	0.01%	288
2020 Q1	$24K	Buy	1,020 +500	+96%	+$11.8K	0.01%	213
2019 Q4	$18K	Hold	520	–	–	﹤0.01%	245
2019 Q3	$19K	Hold	520	–	–	0.01%	222
2019 Q2	$17K	Hold	520	–	–	0.01%	247
2019 Q1	$16K	Hold	520	–	–	0.01%	257
2018 Q4	$15K	Hold	520	–	–	0.01%	271
2018 Q3	$14K	Hold	520	–	–	0.01%	296
2018 Q2	$13K	Buy	520 +404	+348%	+$10.1K	0.01%	266
2018 Q1	$3K	Hold	116	–	–	﹤0.01%	434
2017 Q4	$3K	Buy	+116	New	+$3K	﹤0.01%	362