BWM
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Bernard Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bernard Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-51
Closed -$1.03K – 332
2025
Q1 		$1.03K Buy
+51
New +$1.03K ﹤0.01% 347