Atria Wealth Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58,395
| Closed | -$777K | – | 2071 |
|
|
2023
Q4 | $777K | Buy |
58,395
+2,625
| +5% | +$34.9K | 0.01% | 978 |
|
|
2023
Q3 | $680K | Buy |
55,770
+19,819
| +55% | +$242K | 0.01% | 990 |
|
|
2023
Q2 | $503K | Buy |
35,951
+484
| +1% | +$6.77K | 0.01% | 1151 |
|
|
2023
Q1 | $530K | Sell |
35,467
-22,187
| -38% | -$331K | 0.01% | 1096 |
|
|
2022
Q4 | $834K | Buy |
57,654
+32
| +0.1% | +$463 | 0.01% | 835 |
|
|
2022
Q3 | $867K | Buy |
57,622
+1,972
| +4% | +$29.7K | 0.02% | 765 |
|
|
2022
Q2 | $971K | Buy |
55,650
+32,560
| +141% | +$568K | 0.02% | 687 |
|
|
2022
Q1 | $410K | Buy |
+23,090
| New | +$410K | 0.01% | 1171 |
|