Sutton Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-8
| Closed | -$116 | – | 1673 |
|
2022
Q4 | $116 | Buy |
+8
| New | +$116 | ﹤0.01% | 1633 |
|
2022
Q3 | – | Sell |
-29
| Closed | -$506 | – | 1780 |
|
2022
Q2 | $506 | Hold |
29
| – | – | ﹤0.01% | 1449 |
|
2022
Q1 | $509 | Buy |
29
+1
| +4% | +$18 | ﹤0.01% | 1482 |
|
2021
Q4 | $527 | Buy |
+28
| New | +$527 | ﹤0.01% | 1509 |
|