AWM
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AllSquare Wealth Management’s Healthpeak Properties DOC Stock Holding History

AllSquare Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-848
Closed -$22K – 480
2018
Q2 		$22K Buy
+848
New +$20K 0.02% 263

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SCRM
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Invesco
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PI
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Barrow, Hanley, Mewhinney & Strauss
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