TWD
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True Wealth Design’s Healthpeak Properties DOC Stock Holding History

True Wealth Design’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.29K Buy
74
+48
+185% +$838 ﹤0.01% 1364
2025
Q1 		$522 Sell
26
-6
-19% -$120 ﹤0.01% 1525
2024
Q4 		$645 Buy
+32
New +$645 ﹤0.01% 1049