DWM
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Dogwood Wealth Management’s Healthpeak Properties DOC Stock Holding History

Dogwood Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.57K Buy
+86
New +$1.57K ﹤0.01% 589
2024
Q4 		– Hold
0
– -$1 – 390
2024
Q3 		– Hold
0
– -$1 – 543
2024
Q2 		– Hold
0
– -$1 – 575
2024
Q1 		– Hold
0
– -$1 – 578
2023
Q4 		– Hold
0
– – – 596