CFA
DOC
Camarda Financial Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47,120
| Closed | -$892K | – | 51 |
|
|
2019
Q4 | $892K | Sell |
47,120
-51,393
| -52% | -$973K | 1.89% | 24 |
|
|
2019
Q3 | $1.75M | Sell |
98,513
-514
| -0.5% | -$9.13K | 4.08% | 10 |
|
|
2019
Q2 | $1.73M | Sell |
99,027
-23,910
| -19% | -$417K | 3.39% | 17 |
|
|
2019
Q1 | $2.31M | Buy |
122,937
+1,767
| +1% | +$33.2K | 4.42% | 5 |
|
|
2018
Q4 | $1.94M | Buy |
121,170
+115,907
| +2,202% | +$1.86M | 2.31% | 11 |
|
|
2018
Q3 | $89K | Hold |
5,263
| – | – | 0.1% | 89 |
|
|
2018
Q2 | $84K | Buy |
+5,263
| New | +$84K | 0.09% | 98 |
|