American Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,412
| Closed | -$151K | – | 503 |
|
|
2022
Q4 | $151K | Sell |
10,412
-1,124
| -10% | -$16.3K | 0.01% | 420 |
|
|
2022
Q3 | $174K | Sell |
11,536
-1,480
| -11% | -$22.3K | 0.01% | 398 |
|
|
2022
Q2 | $227K | Buy |
13,016
+730
| +6% | +$12.7K | 0.02% | 386 |
|
|
2022
Q1 | $215K | Hold |
12,286
| – | – | 0.01% | 459 |
|
|
2021
Q4 | $231K | Buy |
+12,286
| New | +$231K | 0.02% | 313 |
|