BerganKDV Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-722
| Closed | -$13K | – | 1106 |
|
|
2022
Q2 | $13K | Buy |
722
+9
| +1% | +$162 | ﹤0.01% | 553 |
|
|
2022
Q1 | $13K | Buy |
713
+9
| +1% | +$164 | ﹤0.01% | 583 |
|
|
2021
Q4 | $13K | Buy |
704
+8
| +1% | +$148 | ﹤0.01% | 630 |
|
|
2021
Q3 | $12K | Buy |
696
+9
| +1% | +$155 | ﹤0.01% | 617 |
|
|
2021
Q2 | $13K | Buy |
687
+8
| +1% | +$151 | ﹤0.01% | 573 |
|
|
2021
Q1 | $12K | Buy |
679
+9
| +1% | +$159 | ﹤0.01% | 562 |
|
|
2020
Q4 | $12K | Buy |
670
+8
| +1% | +$143 | ﹤0.01% | 546 |
|
|
2020
Q3 | $12K | Buy |
662
+9
| +1% | +$163 | ﹤0.01% | 493 |
|
|
2020
Q2 | $11K | Buy |
653
+9
| +1% | +$152 | ﹤0.01% | 538 |
|
|
2020
Q1 | $9K | Buy |
644
+8
| +1% | +$112 | ﹤0.01% | 511 |
|
|
2019
Q4 | $12K | Buy |
636
+8
| +1% | +$151 | ﹤0.01% | 513 |
|
|
2019
Q3 | $11K | Buy |
+628
| New | +$11K | ﹤0.01% | 499 |
|
|
2019
Q2 | – | Hold |
0
| – | -$12K | – | 513 |
|
|
2019
Q1 | – | Hold |
0
| – | -$10K | – | 514 |
|
|
2018
Q4 | – | Hold |
0
| – | -$10K | – | 487 |
|
|
2018
Q3 | – | Hold |
0
| – | -$9K | – | 501 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 521 |
|