IAS
DOC
Insigneo Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,192
| Closed | -$176K | – | 514 |
|
2023
Q4 | $176K | Hold |
13,192
| – | – | 0.02% | 418 |
|
2023
Q3 | $161K | Buy |
13,192
+179
| +1% | +$2.18K | 0.03% | 371 |
|
2023
Q2 | $182K | Hold |
13,013
| – | – | 0.03% | 322 |
|
2023
Q1 | $194K | Buy |
+13,013
| New | +$194K | 0.06% | 267 |
|