WA
DOC
WESPAC Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-58,473
| Closed | -$1.05M | – | 163 |
|
|
2020
Q3 | $1.05M | Sell |
58,473
-5,627
| -9% | -$101K | 1.3% | 30 |
|
|
2020
Q2 | $1.12M | Sell |
64,100
-734
| -1% | -$12.9K | 1.27% | 27 |
|
|
2020
Q1 | $904K | Buy |
+64,834
| New | +$904K | 2.17% | 17 |
|
|
2015
Q2 | – | Sell |
-53,750
| Closed | -$947K | – | 137 |
|
|
2015
Q1 | $947K | Buy |
53,750
+963
| +2% | +$17K | 0.72% | 57 |
|
|
2014
Q4 | $876K | Buy |
+52,787
| New | +$876K | 0.61% | 59 |
|