LPWM
DOC

Lake Point Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lake Point Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$2K Hold
100
– – ﹤0.01% 355
2022
Q1 		$2K Hold
100
– – ﹤0.01% 366
2021
Q4 		$2K Hold
100
– – ﹤0.01% 368
2021
Q3 		$2K Hold
100
– – ﹤0.01% 346
2021
Q2 		$2K Buy
+100
New +$2K ﹤0.01% 361