Capital Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $324K | Hold |
22,400
| – | – | 0.45% | 54 |
|
|
2022
Q3 | $337K | Sell |
22,400
-100
| -0.4% | -$1.5K | 0.5% | 51 |
|
|
2022
Q2 | $393K | Sell |
22,500
-1,500
| -6% | -$26.2K | 0.55% | 45 |
|
|
2022
Q1 | $421K | Hold |
24,000
| – | – | 0.5% | 50 |
|
|
2021
Q4 | $452K | Sell |
24,000
-1,000
| -4% | -$18.8K | 0.49% | 51 |
|
|
2021
Q3 | $441K | Hold |
25,000
| – | – | 0.54% | 49 |
|
|
2021
Q2 | $462K | Sell |
25,000
-950
| -4% | -$17.6K | 0.59% | 42 |
|
|
2021
Q1 | $459K | Hold |
25,950
| – | – | 0.61% | 43 |
|
|
2020
Q4 | $462K | Buy |
+25,950
| New | +$462K | 0.64% | 42 |
|