Benjamin F. Edwards & Company’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-500
| Closed | -$7K | – | 2298 |
|
2023
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 1790 |
|
2023
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 1535 |
|
2023
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 1487 |
|
2023
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 1482 |
|
2022
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 1518 |
|
2022
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 1450 |
|
2020
Q4 | – | Sell |
-3,531
| Closed | -$63K | – | 1792 |
|
2020
Q3 | $63K | Hold |
3,531
| – | – | ﹤0.01% | 841 |
|
2020
Q2 | $62K | Hold |
3,531
| – | – | ﹤0.01% | 843 |
|
2020
Q1 | $49K | Hold |
3,531
| – | – | ﹤0.01% | 853 |
|
2019
Q4 | $67K | Hold |
3,531
| – | – | ﹤0.01% | 904 |
|
2019
Q3 | $63K | Hold |
3,531
| – | – | ﹤0.01% | 864 |
|
2019
Q2 | $62K | Hold |
3,531
| – | – | 0.01% | 844 |
|
2019
Q1 | $66K | Hold |
3,531
| – | – | 0.01% | 802 |
|
2018
Q4 | $57K | Hold |
3,531
| – | – | 0.01% | 796 |
|
2018
Q3 | $60K | Buy |
3,531
+250
| +8% | +$4.25K | 0.01% | 809 |
|
2018
Q2 | $52K | Buy |
3,281
+2,031
| +162% | +$32.2K | 0.01% | 841 |
|
2018
Q1 | $19K | Hold |
1,250
| – | – | ﹤0.01% | 1090 |
|
2017
Q4 | $22K | Hold |
1,250
| – | – | ﹤0.01% | 995 |
|
2017
Q3 | $22K | Buy |
1,250
+250
| +25% | +$4.4K | ﹤0.01% | 956 |
|
2017
Q2 | $20K | Sell |
1,000
-700
| -41% | -$14K | ﹤0.01% | 907 |
|
2017
Q1 | $34K | Hold |
1,700
| – | – | 0.01% | 758 |
|
2016
Q4 | $32K | Hold |
1,700
| – | – | 0.01% | 712 |
|
2016
Q3 | $37K | Hold |
1,700
| – | – | 0.01% | 600 |
|
2016
Q2 | $36K | Hold |
1,700
| – | – | 0.01% | 581 |
|
2016
Q1 | $32K | Hold |
1,700
| – | – | 0.01% | 593 |
|
2015
Q4 | $29K | Hold |
1,700
| – | – | 0.01% | 620 |
|
2015
Q3 | $26K | Hold |
1,700
| – | – | 0.01% | 653 |
|
2015
Q2 | $26K | Hold |
1,700
| – | – | 0.01% | 729 |
|
2015
Q1 | $30K | Hold |
1,700
| – | – | 0.01% | 671 |
|
2014
Q4 | $28K | Buy |
1,700
+1,350
| +386% | +$22.2K | 0.01% | 608 |
|
2014
Q3 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 874 |
|