WAM

Worth Asset Management’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,500	Closed	-$39K	–	482
2022 Q2	$39K	Hold	1,500	–	–	0.03%	227
2022 Q1	$45K	Buy	+1,500	New	+$45K	0.03%	213