HWA
DOC
HHM 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 |
-1,160
| Closed | -$15.4K | – | 783 |
|
|
2023
Q4 | $15.4K | Buy |
+1,160
| New | +$15.4K | ﹤0.01% | 444 |
|
|
2021
Q3 | – | Sell |
-115
| Closed | -$2K | – | 683 |
|
|
2021
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $2K | Hold |
115
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $2K | Hold |
115
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $2K | Hold |
115
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 465 |
|
|
2020
Q1 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 441 |
|