PWA
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Principia Wealth Advisory’s Healthpeak Properties DOC Stock Holding History

Principia Wealth Advisory’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07K Buy
61
+29
+91% +$508 ﹤0.01% 544
2025
Q1 		$596 Buy
32
+11
+52% +$205 ﹤0.01% 527
2024
Q4 		$426 Buy
+21
New +$426 ﹤0.01% 587