Avantax Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,709
Closed -$143K 1740
2023
Q4
$143K Buy
10,709
+490
+5% +$6.52K ﹤0.01% 1509
2023
Q3
$125K Buy
10,219
+79
+0.8% +$963 ﹤0.01% 1480
2023
Q2
$142K Buy
+10,140
New +$142K ﹤0.01% 1426