TWA
DOC
TCI Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-108
| Closed | -$1.61K | – | 2514 |
|
|
2023
Q1 | $1.61K | Hold |
108
| – | – | ﹤0.01% | 2013 |
|
|
2022
Q4 | $1.56K | Sell |
108
-618
| -85% | -$8.94K | ﹤0.01% | 2028 |
|
|
2022
Q3 | $11K | Buy |
726
+415
| +133% | +$6.29K | ﹤0.01% | 982 |
|
|
2022
Q2 | $5K | Hold |
311
| – | – | ﹤0.01% | 1571 |
|
|
2022
Q1 | $5K | Sell |
311
-583
| -65% | -$9.37K | ﹤0.01% | 1646 |
|
|
2021
Q4 | $17K | Hold |
894
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $16K | Buy |
894
+434
| +94% | +$7.77K | ﹤0.01% | 793 |
|
|
2021
Q2 | $8K | Buy |
460
+228
| +98% | +$3.97K | ﹤0.01% | 1149 |
|
|
2021
Q1 | $4K | Sell |
232
-45
| -16% | -$776 | ﹤0.01% | 1453 |
|
|
2020
Q4 | $5K | Buy |
277
+232
| +516% | +$4.19K | ﹤0.01% | 904 |
|
|
2020
Q3 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1498 |
|
|
2020
Q2 | – | Sell |
-59
| Closed | -$1K | – | 1769 |
|
|
2020
Q1 | $1K | Hold |
59
| – | – | ﹤0.01% | 1428 |
|
|
2019
Q4 | $1K | Hold |
59
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 1473 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1810 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1436 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1222 |
|