FA
DOC

Financial Alternatives’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Financial Alternatives’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,618
Closed -$178K – 84
2023
Q3 		$178K Sell
14,618
-909
-6% -$11.1K 0.17% 76
2023
Q2 		$217K Sell
15,527
-4,360
-22% -$61K 0.2% 71
2023
Q1 		$297K Sell
19,887
-1,357
-6% -$20.3K 0.28% 57
2022
Q4 		$307K Buy
+21,244
New +$307K 0.31% 57