CWS
DOC
Cypress Wealth Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,200
| Closed | -$181K | – | 263 |
|
|
2019
Q3 | $181K | Hold |
10,200
| – | – | 0.05% | 244 |
|
|
2019
Q2 | $178K | Hold |
10,200
| – | – | 0.05% | 249 |
|
|
2019
Q1 | $192K | Buy |
10,200
+200
| +2% | +$3.77K | 0.06% | 244 |
|
|
2018
Q4 | $160K | Hold |
10,000
| – | – | 0.06% | 208 |
|
|
2018
Q3 | $169K | Hold |
10,000
| – | – | 0.06% | 217 |
|
|
2018
Q2 | $159K | Hold |
10,000
| – | – | 0.06% | 216 |
|
|
2018
Q1 | $156K | Hold |
10,000
| – | – | 0.07% | 186 |
|
|
2017
Q4 | $180K | Buy |
+10,000
| New | +$180K | 0.07% | 198 |
|