AWA
DOC
Arete Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,200
| Closed | -$162K | – | 778 |
|
|
2023
Q4 | $162K | Sell |
12,200
-308
| -2% | -$4.1K | 0.01% | 690 |
|
|
2023
Q3 | $152K | Sell |
12,508
-500
| -4% | -$6.1K | 0.03% | 451 |
|
|
2023
Q2 | $182K | Sell |
13,008
-1,798
| -12% | -$25.2K | 0.02% | 605 |
|
|
2023
Q1 | $221K | Buy |
14,806
+800
| +6% | +$11.9K | 0.02% | 559 |
|
|
2022
Q4 | $203M | Buy |
+14,006
| New | +$203M | 0.02% | 555 |
|
|
2018
Q3 | – | Sell |
-21,850
| Closed | -$348K | – | 409 |
|
|
2018
Q2 | $348K | Buy |
21,850
+5,500
| +34% | +$87.6K | 0.08% | 247 |
|
|
2018
Q1 | $255K | Buy |
16,350
+2,950
| +22% | +$46K | 0.08% | 268 |
|
|
2017
Q4 | $241K | Sell |
13,400
-1,000
| -7% | -$18K | 0.08% | 267 |
|
|
2017
Q3 | $255K | Buy |
+14,400
| New | +$255K | 0.1% | 221 |
|