Capital Investment Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-46,684
| Closed | -$621K | – | 1028 |
|
2023
Q4 | $621K | Buy |
46,684
+1,184
| +3% | +$15.8K | 0.06% | 243 |
|
2023
Q3 | $555K | Buy |
45,500
+15,720
| +53% | +$192K | 0.05% | 255 |
|
2023
Q2 | $417K | Buy |
29,780
+12,306
| +70% | +$172K | 0.04% | 305 |
|
2023
Q1 | $261K | Buy |
17,474
+1,818
| +12% | +$27.1K | 0.03% | 393 |
|
2022
Q4 | $227K | Buy |
15,656
+1,362
| +10% | +$19.7K | 0.03% | 429 |
|
2022
Q3 | $215K | Buy |
14,294
+2,705
| +23% | +$40.7K | 0.03% | 419 |
|
2022
Q2 | $202K | Buy |
11,589
+2
| +0% | +$35 | 0.02% | 446 |
|
2022
Q1 | $203K | Buy |
+11,587
| New | +$203K | 0.02% | 490 |
|