Allworth Financial’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 |
-374
| Closed | -$4.98K | – | 3724 |
|
|
2023
Q4 | $4.98K | Sell |
374
-1,054
| -74% | -$14K | ﹤0.01% | 2281 |
|
|
2023
Q3 | $17.4K | Buy |
1,428
+22
| +2% | +$268 | ﹤0.01% | 1616 |
|
|
2023
Q2 | $19.7K | Buy |
1,406
+945
| +205% | +$13.2K | ﹤0.01% | 1552 |
|
|
2023
Q1 | $6.88K | Buy |
461
+194
| +73% | +$2.9K | ﹤0.01% | 1926 |
|
|
2022
Q4 | $3.86K | Sell |
267
-95
| -26% | -$1.37K | ﹤0.01% | 2004 |
|
|
2022
Q3 | $5K | Buy |
+362
| New | +$5K | ﹤0.01% | 1914 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2998 |
|
|
2021
Q4 | – | Sell |
-166
| Closed | -$3K | – | 2226 |
|
|
2021
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q1 | $3K | Buy |
166
+56
| +51% | +$1.01K | ﹤0.01% | 1277 |
|
|
2020
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 1230 |
|
|
2017
Q2 | – | Sell |
-24
| Closed | – | – | 887 |
|
|
2017
Q1 | $0 | Buy |
+24
| New | – | ﹤0.01% | 880 |
|