Coppell Advisory Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,644
| Closed | -$228K | – | 1986 |
|
|
2024
Q2 | $228K | Buy |
+11,644
| New | +$228K | 0.04% | 234 |
|
|
2023
Q4 | $232K | Buy |
17,463
+3,853
| +28% | +$51.3K | 0.05% | 245 |
|
|
2023
Q3 | $197K | Sell |
13,610
-2,022
| -13% | -$29.3K | 0.07% | 161 |
|
|
2023
Q2 | $219K | Buy |
15,632
+2,114
| +16% | +$29.6K | 0.06% | 180 |
|
|
2023
Q1 | $200K | Sell |
13,518
-92
| -0.7% | -$1.36K | 0.07% | 191 |
|
|
2022
Q4 | $197K | Buy |
+13,610
| New | +$197K | 0.07% | 166 |
|