CW
DOC
Connectus Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,000
| Closed | -$160K | – | 533 |
|
|
2023
Q4 | $160K | Sell |
12,000
-10,000
| -45% | -$133K | ﹤0.01% | 483 |
|
|
2023
Q3 | $268K | Hold |
22,000
| – | – | 0.01% | 441 |
|
|
2023
Q2 | $308K | Hold |
22,000
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $328K | Sell |
22,000
-30,000
| -58% | -$448K | 0.01% | 374 |
|
|
2022
Q4 | $752K | Sell |
52,000
-3,200
| -6% | -$46.3K | 0.02% | 311 |
|
|
2022
Q3 | $830K | Sell |
55,200
-6,500
| -11% | -$97.7K | 0.02% | 356 |
|
|
2022
Q2 | $1.08M | Buy |
+61,700
| New | +$1.08M | 0.02% | 265 |
|