JWM
DOC

Jeppson Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Jeppson Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,789
Closed -$192K – 209
2023
Q3 		$192K Buy
15,789
+3,174
+25% +$38.7K 0.09% 175
2023
Q2 		$176K Buy
+12,615
New +$176K 0.08% 185