SWA
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SOA Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

SOA Wealth Advisors’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-48
Closed -$1K – 881
2021
Q1 		$1K Buy
48
+30
+167% +$625 ﹤0.01% 762
2020
Q4 		$0 Buy
+18
New – ﹤0.01% 809