NWM
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Napa Wealth Management’s Healthpeak Properties DOC Stock Holding History

Napa Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,833
Closed -$316K – 185
2024
Q3 		$316K Buy
13,833
+3,057
+28% +$69.9K 0.15% 127
2024
Q2 		$211K Buy
+10,776
New +$211K 0.14% 110