JPWM
DOC

Jamison Private Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Jamison Private Wealth 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
2024
Q1 		– Sell
-50,333
Closed -$670K – 535
2023
Q4 		$670K Sell
50,333
-9,619
-16% -$128K 0.13% 113
2023
Q3 		$731K Buy
+59,952
New +$731K 0.15% 104