PHYSICIAN WEALTH ADVISORS, INC. – Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
4.72M
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.30% | -5.06K shares | -595K | 90.49K | |
| Q2 2022 | share | Decrease | -11.49% | -12.40K shares | -1.08M | 95.55K | |
| Q1 2022 | share | Decrease | -1.95% | -2.15K shares | -519K | 107.96K | |
| Q4 2021 | share | Increase | +0.04% | 40 shares | -94K | 110.11K | |
| Q3 2021 | share | Decrease | -0.27% | -298 shares | 75K | 110.07K | |
| Q2 2021 | share | Decrease | -3.28% | -3.74K shares | -297K | 110.37K | |
| Q1 2021 | share | Decrease | -1.19% | -1.37K shares | -211K | 114.11K | |
| Q4 2020 | share | Decrease | -3.27% | -3.90K shares | 817K | 115.48K | |
| Q3 2020 | share | Decrease | -0.07% | -84 shares | 33K | 119.39K | |
| Q2 2020 | share | Decrease | -0.30% | -356 shares | 716K | 119.48K | |
| Q1 2020 | share | Increase | +3.28% | 3.81K shares | -1.02M | 119.83K | |
| Q4 2019 | share | Increase | +1.35% | 1.54K shares | 249K | 116.02K | |
| Q3 2019 | share | Increase | 0.00% | 114.47K shares | 6.65M | 114.47K |