Wealthspire Advisors (Maryland)’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,574	Closed	-$143K	–	873
2019 Q1	$143K	Buy	4,574 +65	+1%	+$1.98K	0.01%	529
2018 Q4	$126K	Buy	4,509 +160	+4%	+$4.43K	0.01%	536
2018 Q3	$114K	Sell	4,349 -15	-0.3%	-$394	0.01%	634
2018 Q2	$113K	Buy	4,364 +957	+28%	+$22.6K	0.01%	656
2018 Q1	$79K	Buy	3,407 +1,775	+109%	+$41.2K	0.01%	800
2017 Q4	$43K	Buy	1,632 +494	+43%	+$13.1K	﹤0.01%	1065
2017 Q3	$32K	Sell	1,138 -99	-8%	-$2.98K	﹤0.01%	1126
2017 Q2	$40K	Buy	1,237 +306	+33%	+$9.7K	﹤0.01%	1019
2017 Q1	$29K	Sell	931 -113	-11%	-$3.47K	﹤0.01%	958
2016 Q4	$31K	Buy	1,044 +396	+61%	+$12.1K	﹤0.01%	897
2016 Q3	$22K	Buy	648 +146	+29%	+$5.11K	﹤0.01%	1025
2016 Q2	$16K	Buy	502 +1	+0.2%	+$31	﹤0.01%	1065
2016 Q1	$15K	Sell	501 -107	-18%	-$3.21K	﹤0.01%	1060
2015 Q4	$21K	Buy	+608	New	+$20.3K	﹤0.01%	945