PFA
DOC
Peak Financial Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,891
| Closed | -$340K | – | 77 |
|
|
2023
Q3 | $340K | Sell |
27,891
-105,445
| -79% | -$1.29M | 0.37% | 33 |
|
|
2023
Q2 | $1.87M | Buy |
133,336
+27,384
| +26% | +$383K | 1.46% | 30 |
|
|
2023
Q1 | $1.58M | Buy |
105,952
+361
| +0.3% | +$5.39K | 1.34% | 27 |
|
|
2022
Q4 | $1.53M | Buy |
+105,591
| New | +$1.53M | 1.39% | 23 |
|