AE Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,167
| Closed | -$142K | – | 2110 |
|
|
2023
Q2 | $142K | Sell |
10,167
-3,729
| -27% | -$52.2K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $207K | Sell |
13,896
-2,027
| -13% | -$30.3K | ﹤0.01% | 1721 |
|
|
2022
Q4 | $230K | Sell |
15,923
-18,384
| -54% | -$266K | ﹤0.01% | 1615 |
|
|
2022
Q3 | $516K | Sell |
34,307
-3,677
| -10% | -$55.3K | ﹤0.01% | 1246 |
|
|
2022
Q2 | $663K | Buy |
37,984
+11,833
| +45% | +$207K | 0.01% | 1057 |
|
|
2022
Q1 | $459K | Buy |
26,151
+297
| +1% | +$5.21K | ﹤0.01% | 1259 |
|
|
2021
Q4 | $487K | Buy |
25,854
+4,464
| +21% | +$84.1K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $377K | Buy |
21,390
+4,557
| +27% | +$80.3K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $311K | Buy |
+16,833
| New | +$311K | ﹤0.01% | 1331 |
|
|
2020
Q3 | – | Sell |
-10,954
| Closed | -$192K | – | 1400 |
|
|
2020
Q2 | $192K | Buy |
+10,954
| New | +$192K | ﹤0.01% | 1160 |
|