PWM
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PRW Wealth Management’s Healthpeak Properties DOC Stock Holding History

PRW Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-232
Closed -$8K – 225
2019
Q1 		$8K Hold
232
– – 0.01% 304
2018
Q4 		$7K Buy
+232
New +$7K 0.01% 321