Spire Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,105
| Closed | -$14.4K | – | 2444 |
|
|
2023
Q4 | $14.4K | Buy |
1,105
+40
| +4% | +$522 | ﹤0.01% | 1638 |
|
|
2023
Q3 | $13K | Buy |
1,065
+17
| +2% | +$207 | ﹤0.01% | 1652 |
|
|
2023
Q2 | $14.7K | Buy |
1,048
+16
| +2% | +$224 | ﹤0.01% | 1699 |
|
|
2023
Q1 | $15.4K | Buy |
1,032
+15
| +1% | +$224 | ﹤0.01% | 1713 |
|
|
2022
Q4 | $15K | Buy |
1,017
+17
| +2% | +$251 | ﹤0.01% | 1488 |
|
|
2022
Q3 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 1455 |
|