IWA
DOC
IBEX Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-175,983
| Closed | -$2.55M | – | 313 |
|
|
2024
Q1 | $2.55M | Buy |
+175,983
| New | +$2.55M | 0.69% | 49 |
|
|
2023
Q4 | – | Sell |
-162,792
| Closed | -$1.98M | – | 126 |
|
|
2023
Q3 | $1.98M | Buy |
+162,792
| New | +$1.98M | 0.51% | 61 |
|
|
2023
Q1 | $2.83M | Buy |
189,348
+13,365
| +8% | +$200K | 0.73% | 51 |
|
|
2022
Q4 | $2.55M | Sell |
175,983
-8,103
| -4% | -$117K | 0.58% | 55 |
|
|
2022
Q3 | $2.77M | Sell |
184,086
-1,504
| -0.8% | -$22.6K | 0.72% | 51 |
|
|
2022
Q2 | $3.24M | Buy |
185,590
+1,717
| +0.9% | +$30K | 0.75% | 49 |
|
|
2022
Q1 | $3.23M | Buy |
183,873
+10,062
| +6% | +$176K | 0.62% | 55 |
|
|
2021
Q4 | $3.27M | Buy |
173,811
+2,108
| +1% | +$39.7K | 0.58% | 68 |
|
|
2021
Q3 | $3.03M | Buy |
171,703
+5,852
| +4% | +$103K | 0.58% | 72 |
|
|
2021
Q2 | $3.06M | Buy |
165,851
+11,289
| +7% | +$208K | 0.61% | 68 |
|
|
2021
Q1 | $2.73M | Buy |
154,562
+13,975
| +10% | +$247K | 0.67% | 63 |
|
|
2020
Q4 | $2.5M | Buy |
140,587
+7,930
| +6% | +$141K | 0.65% | 61 |
|
|
2020
Q3 | $2.38M | Sell |
132,657
-231
| -0.2% | -$4.14K | 0.69% | 59 |
|
|
2020
Q2 | $2.33M | Sell |
132,888
-1,720
| -1% | -$30.1K | 0.75% | 57 |
|
|
2020
Q1 | $1.88M | Buy |
+134,608
| New | +$1.88M | 0.73% | 57 |
|