CAPTRUST Financial Advisors’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 |
-31,498
| Closed | -$419K | – | 2747 |
|
|
2023
Q4 | $419K | Sell |
31,498
-11,974
| -28% | -$159K | ﹤0.01% | 1866 |
|
|
2023
Q3 | $530K | Sell |
43,472
-3,337
| -7% | -$40.7K | ﹤0.01% | 1616 |
|
|
2023
Q2 | $655K | Sell |
46,809
-2,430
| -5% | -$34K | ﹤0.01% | 1475 |
|
|
2023
Q1 | $735K | Sell |
49,239
-24,321
| -33% | -$363K | ﹤0.01% | 1200 |
|
|
2022
Q4 | $1.06M | Buy |
73,560
+49,753
| +209% | +$720K | 0.01% | 938 |
|
|
2022
Q3 | $358K | Buy |
+23,807
| New | +$358K | ﹤0.01% | 1428 |
|