WIM
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WealthPlan Investment Management’s Healthpeak Properties DOC Stock Holding History

WealthPlan Investment Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-319
Closed -$7.01K – 397
2023
Q1 		$7.01K Buy
+319
New +$7.01K ﹤0.01% 346