Arkadios Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,142
| Closed | -$143K | – | 1971 |
|
|
2021
Q3 | $143K | Buy |
8,142
+835
| +11% | +$14.7K | 0.02% | 591 |
|
|
2021
Q2 | $134K | Buy |
7,307
+4,187
| +134% | +$76.8K | 0.02% | 642 |
|
|
2021
Q1 | $55K | Buy |
3,120
+32
| +1% | +$564 | 0.01% | 668 |
|
|
2020
Q4 | $54K | Sell |
3,088
-4,194
| -58% | -$73.3K | 0.01% | 546 |
|
|
2020
Q3 | $130K | Buy |
7,282
+113
| +2% | +$2.01K | 0.07% | 250 |
|
|
2020
Q2 | $123K | Buy |
7,169
+780
| +12% | +$13.4K | 0.07% | 229 |
|
|
2020
Q1 | $89.1K | Hold |
6,389
| – | – | 0.06% | 244 |
|
|
2019
Q4 | $130K | Buy |
+6,389
| New | +$130K | 0.08% | 201 |
|