Private Wealth Management Group’s Healthpeak Properties DOC Stock Holding History

Private Wealth Management Group’s Portfolio DOC Stock Details DOC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.15K	Hold
2025 Q2	$1.96K	Sell
2025 Q1	$4.83K	Sell
2024 Q4	$4.87K	Sell
2024 Q3	$9.84K	Buy
2024 Q2	$8.33K	Buy
2024 Q1	$6.88K	Buy
2023 Q4	$4.57K	Buy