LFGH
DOC

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40,981
Closed -$545K – 31
2023
Q4 		$545K Buy
40,981
+5,664
+16% +$75.4K 0.46% 23
2023
Q3 		$431K Buy
35,317
+41
+0.1% +$500 0.4% 26
2023
Q2 		$494K Buy
35,276
+20,670
+142% +$289K 0.45% 25
2023
Q1 		$218K Buy
+14,606
New +$218K 0.22% 29