RWP
DOC

RWA Wealth Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

RWA Wealth Partners’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38,094
Closed -$507K – 552
2023
Q4 		$507K Sell
38,094
-4,000
-10% -$53.2K 0.01% 380
2023
Q3 		$513K Buy
42,094
+1,000
+2% +$12.2K 0.01% 263
2023
Q2 		$575K Buy
+41,094
New +$575K 0.01% 218