RWA Wealth Partners’s Healthpeak Properties DOC Stock Holding History

RWA Wealth Partners’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$319K	Sell
2025 Q1	$427K	Sell
2024 Q4	$775K	Sell
2024 Q3	$875K	Sell
2024 Q2	$780K	Sell
2024 Q1	$778K	Buy
2023 Q4	$633K	Sell
2023 Q3	$600K	Sell
2023 Q2	$745K	Buy