PWP
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Personal Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Personal Wealth Partners’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,910
Closed -$66K – 203
2019
Q4 		$66K Hold
1,910
– – 0.03% 131
2019
Q3 		$68K Buy
1,910
+80
+4% +$2.85K 0.03% 131
2019
Q2 		$59K Buy
+1,830
New +$59K 0.03% 126