AWM
DOC
Avior Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-535
| Closed | -$7.12K | – | 3892 |
|
|
2023
Q4 | $7.12K | Hold |
535
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q3 | $6.52K | Hold |
535
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q2 | $7.48K | Hold |
535
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q1 | $7.99K | Hold |
535
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q4 | $7.74K | Hold |
535
| – | – | ﹤0.01% | 897 |
|
|
2022
Q3 | $8K | Hold |
535
| – | – | ﹤0.01% | 889 |
|
|
2022
Q2 | $9K | Hold |
535
| – | – | ﹤0.01% | 794 |
|
|
2022
Q1 | $9K | Hold |
535
| – | – | ﹤0.01% | 852 |
|
|
2021
Q4 | $10K | Hold |
535
| – | – | ﹤0.01% | 814 |
|
|
2021
Q3 | $9K | Hold |
535
| – | – | ﹤0.01% | 787 |
|
|
2021
Q2 | $9K | Hold |
535
| – | – | ﹤0.01% | 773 |
|
|
2021
Q1 | $9K | Hold |
535
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $9K | Buy |
+535
| New | +$9K | ﹤0.01% | 735 |
|
|
2019
Q1 | – | Sell |
-13,694
| Closed | -$219K | – | 780 |
|
|
2018
Q4 | $219K | Hold |
13,694
| – | – | 0.05% | 296 |
|
|
2018
Q3 | $231K | Buy |
13,694
+729
| +6% | +$12.3K | 0.05% | 314 |
|
|
2018
Q2 | $207K | Buy |
12,965
+1,722
| +15% | +$27.5K | 0.05% | 320 |
|
|
2018
Q1 | $175K | Buy |
11,243
+1,938
| +21% | +$30.2K | 0.04% | 346 |
|
|
2017
Q4 | $167K | Buy |
+9,305
| New | +$167K | 0.04% | 374 |
|