Advisornet Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-641
Closed -$8.53K 2565
2023
Q4
$8.53K Buy
641
+13
+2% +$173 ﹤0.01% 1349
2023
Q3
$7.66K Buy
628
+9
+1% +$110 ﹤0.01% 1306
2023
Q2
$8.66K Buy
619
+10
+2% +$140 ﹤0.01% 1365
2023
Q1
$9.09K Buy
609
+9
+2% +$134 ﹤0.01% 1333
2022
Q4
$8.68K Buy
600
+9
+2% +$130 ﹤0.01% 1337
2022
Q3
$9K Buy
591
+8
+1% +$122 ﹤0.01% 1363
2022
Q2
$10K Buy
+583
New +$10K ﹤0.01% 1348
2021
Q4
Sell
-843
Closed -$15K 2203
2021
Q3
$15K Hold
843
﹤0.01% 1346
2021
Q2
$16K Hold
843
﹤0.01% 1295
2021
Q1
$15K Hold
843
﹤0.01% 1265
2020
Q4
$15K Sell
843
-385
-31% -$6.85K ﹤0.01% 1195
2020
Q3
$22K Sell
1,228
-67
-5% -$1.2K ﹤0.01% 1071
2020
Q2
$23K Buy
1,295
+841
+185% +$14.9K ﹤0.01% 1070
2020
Q1
$6K Hold
454
﹤0.01% 1408
2019
Q4
$9K Hold
454
﹤0.01% 1418
2019
Q3
$8K Hold
454
﹤0.01% 1444
2019
Q2
$8K Hold
454
﹤0.01% 1296
2019
Q1
$9K Hold
454
﹤0.01% 1220
2018
Q4
$7K Hold
454
﹤0.01% 1191
2018
Q3
$8K Buy
+454
New +$8K ﹤0.01% 1207