Sugarloaf Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-534	Closed	-$11.7K	–	699
2023 Q1	$11.7K	Hold	534	–	–	﹤0.01%	453
2022 Q4	$13.4K	Sell	534 -1	-0.2%	-$24	﹤0.01%	458
2022 Q3	$13K	Hold	535	–	–	﹤0.01%	476
2022 Q2	$14K	Buy	535 +1	+0.2%	+$30	﹤0.01%	467
2022 Q1	$18K	Sell	534 -1	-0.2%	-$34	﹤0.01%	418
2021 Q4	$19K	Hold	535	–	–	﹤0.01%	432
2021 Q3	$18K	Hold	535	–	–	﹤0.01%	443
2021 Q2	$18K	Buy	535 +1	+0.2%	+$34	﹤0.01%	430
2021 Q1	$17	Hold	534	–	–	0.01%	435
2020 Q4	$16K	Hold	534	–	–	0.01%	419
2020 Q3	$14K	Hold	534	–	–	0.01%	409
2020 Q2	$15K	Hold	534	–	–	0.01%	390
2020 Q1	$13K	Hold	534	–	–	0.01%	397
2019 Q4	$18K	Buy	+534	New	+$18.7K	0.01%	384