Carson Wealth (CWM LLC)’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-77,209
| Closed | -$1.03M | – | 4893 |
|
|
2023
Q4 | $1.03M | Sell |
77,209
-4,264
| -5% | -$56.8K | 0.01% | 796 |
|
|
2023
Q3 | $993K | Sell |
81,473
-502
| -0.6% | -$6.12K | 0.01% | 756 |
|
|
2023
Q2 | $1.15M | Sell |
81,975
-4,474
| -5% | -$62.6K | 0.01% | 669 |
|
|
2023
Q1 | $1.29M | Buy |
86,449
+7,774
| +10% | +$116K | 0.01% | 581 |
|
|
2022
Q4 | $1.14M | Buy |
78,675
+3,706
| +5% | +$53.6K | 0.01% | 575 |
|
|
2022
Q3 | $1.13M | Sell |
74,969
-2,037
| -3% | -$30.6K | 0.01% | 532 |
|
|
2022
Q2 | $1.34M | Buy |
77,006
+74,796
| +3,384% | +$1.31M | 0.01% | 490 |
|
|
2022
Q1 | $39K | Buy |
2,210
+1,065
| +93% | +$18.8K | ﹤0.01% | 1718 |
|
|
2021
Q4 | $22K | Buy |
+1,145
| New | +$22K | ﹤0.01% | 1955 |
|
|
2021
Q2 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2021
Q1 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2020
Q4 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2020
Q3 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2020
Q2 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2020
Q1 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q4 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q3 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q2 | $20K | Hold |
1,076
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q1 | $20K | Buy |
+1,076
| New | +$20K | ﹤0.01% | 1807 |
|
|
2018
Q1 | – | Sell |
-315
| Closed | -$6K | – | 1646 |
|
|
2017
Q4 | $6K | Sell |
315
-133
| -30% | -$2.53K | ﹤0.01% | 1056 |
|
|
2017
Q3 | $8K | Buy |
+448
| New | +$8K | ﹤0.01% | 975 |
|