Crewe Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$154 | – | 946 |
|
|
2023
Q2 | $154 | Buy |
+11
| New | +$154 | ﹤0.01% | 768 |
|
|
2023
Q1 | – | Sell |
-175
| Closed | -$2.53K | – | 1072 |
|
|
2022
Q4 | $2.53K | Sell |
175
-156
| -47% | -$2.26K | ﹤0.01% | 801 |
|
|
2022
Q3 | $5K | Buy |
331
+156
| +89% | +$2.36K | ﹤0.01% | 872 |
|
|
2022
Q2 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 951 |
|