BWS
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BCR Wealth Strategies’s Healthpeak Properties DOC Stock Holding History

BCR Wealth Strategies’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-240
Closed -$6K – 41
2022
Q3 		$6K Hold
240
– – 0.01% 67
2022
Q2 		$6K Hold
240
– – 0.01% 70
2022
Q1 		$8K Sell
240
-240
-50% -$8K 0.01% 71
2021
Q4 		$17K Buy
+480
New +$17K 0.02% 63