Lenox Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-310
| Closed | -$4K | – | 863 |
|
|
2020
Q1 | $4K | Buy |
310
+172
| +125% | +$2.22K | ﹤0.01% | 473 |
|
|
2019
Q4 | $3K | Hold |
138
| – | – | ﹤0.01% | 575 |
|
|
2019
Q3 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 553 |
|
|
2019
Q2 | – | Sell |
-187
| Closed | -$4K | – | 627 |
|
|
2019
Q1 | $4K | Buy |
+187
| New | +$4K | ﹤0.01% | 428 |
|