PWA
DOC

Provenance Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Provenance Wealth Advisors’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53
Closed -$705 – 635
2023
Q4 		$705 Sell
53
-1
-2% -$13 ﹤0.01% 558
2023
Q3 		$658 Buy
+54
New +$658 ﹤0.01% 445