NewEdge Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,724
Closed -$36.3K 4025
2023
Q4
$36.3K Buy
2,724
+1,926
+241% +$25.6K ﹤0.01% 2329
2023
Q3
$9.72K Buy
798
+9
+1% +$110 ﹤0.01% 2584
2023
Q2
$11K Buy
789
+9
+1% +$126 ﹤0.01% 2569
2023
Q1
$11.6K Sell
780
-234
-23% -$3.49K ﹤0.01% 2519
2022
Q4
$14.3K Buy
+1,014
New +$14.3K ﹤0.01% 2244
2017
Q3
Sell
-620
Closed -$11.4K 1397
2017
Q2
$11.4K Buy
+620
New +$11.4K ﹤0.01% 912