Tradition 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
2024 Q1	–	Sell	-903	Closed	-$18K	–	594
2023 Q4	$18K	Buy	903 +10	+1%	+$176	﹤0.01%	863
2023 Q3	$16K	Buy	893 +250	+39%	+$5.13K	﹤0.01%	897
2023 Q2	$13K	Buy	643 +355	+123%	+$7.37K	﹤0.01%	981
2023 Q1	$6K	Hold	288	–	–	﹤0.01%	1102
2022 Q4	$7K	Hold	288	–	–	﹤0.01%	970
2022 Q3	$7K	Hold	288	–	–	﹤0.01%	998
2022 Q2	$7K	Hold	288	–	–	﹤0.01%	892
2022 Q1	$10K	Hold	288	–	–	﹤0.01%	896
2021 Q4	$10K	Hold	288	–	–	﹤0.01%	917
2021 Q3	$10K	Hold	288	–	–	﹤0.01%	905
2021 Q2	$10K	Buy	+288	New	+$9.67K	﹤0.01%	942
2021 Q1	–	Sell	-288	Closed	-$9K	–	849
2020 Q4	$9K	Buy	+288	New	+$8.38K	﹤0.01%	758