Lee Financial Group Hawaii’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lee Financial Group Hawaii’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-40,981	Closed	-$545K	–	31
2023 Q4	$545K	Buy	40,981 +5,664	+16%	+$67.3K	0.46%	23
2023 Q3	$431K	Buy	35,317 +41	+0.1%	+$567	0.4%	26
2023 Q2	$494K	Buy	35,276 +20,670	+142%	+$294K	0.45%	25
2023 Q1	$218K	Buy	+14,606	New	+$220K	0.22%	29

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Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return