Stratos Wealth Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,087
| Closed | -$134K | – | 1468 |
|
2023
Q4 | $134K | Buy |
+10,087
| New | +$134K | ﹤0.01% | 1309 |
|
2018
Q4 | – | Sell |
-130
| Closed | -$2K | – | 3081 |
|
2018
Q3 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 2794 |
|
2018
Q2 | – | Sell |
-8,150
| Closed | -$127K | – | 3208 |
|
2018
Q1 | $127K | Buy |
8,150
+7,957
| +4,123% | +$124K | 0.01% | 1073 |
|
2017
Q4 | $3K | Buy |
+193
| New | +$3K | ﹤0.01% | 2579 |
|