EverSource Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,003
| Closed | -$13.4K | – | 3051 |
|
|
2023
Q4 | $13.4K | Buy |
1,003
+918
| +1,080% | +$12.2K | ﹤0.01% | 1432 |
|
|
2023
Q3 | $1.04K | Sell |
85
-347
| -80% | -$4.23K | ﹤0.01% | 2195 |
|
|
2023
Q2 | $6.04K | Buy |
432
+284
| +192% | +$3.97K | ﹤0.01% | 1646 |
|
|
2023
Q1 | $2.21K | Buy |
+148
| New | +$2.21K | ﹤0.01% | 1908 |
|
|
2022
Q4 | – | Sell |
-480
| Closed | -$7K | – | 2486 |
|
|
2022
Q3 | $7K | Buy |
+480
| New | +$7K | ﹤0.01% | 1269 |
|