SPWM
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Spartan Planning & Wealth Management’s Healthpeak Properties DOC Stock Holding History

Spartan Planning & Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,969
Closed -$136K – 111
2022
Q1 		$136K Buy
+3,969
New +$136K 0.17% 60