CW
DOC

Connectus Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
2023
Q4 		$160K Sell
2023
Q3 		$268K Hold
2023
Q2 		$308K Hold
2023
Q1 		$328K Sell
2022
Q4 		$752K Sell
2022
Q3 		$830K Sell
2022
Q2 		$1.08M Buy