APWA
DOC
Atlas Private 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 |
-1,250
| Closed | -$22K | – | 788 |
|
|
2021
Q3 | $22K | Hold |
1,250
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $23K | Sell |
1,250
-1,000
| -44% | -$18.4K | 0.01% | 346 |
|
|
2021
Q1 | $40K | Hold |
2,250
| – | – | 0.02% | 256 |
|
|
2020
Q4 | $40K | Sell |
2,250
-1,000
| -31% | -$17.8K | 0.03% | 248 |
|
|
2020
Q3 | $58K | Sell |
3,250
-1,200
| -27% | -$21.4K | 0.05% | 191 |
|
|
2020
Q2 | $78K | Buy |
+4,450
| New | +$78K | 0.07% | 164 |
|