Center for Financial Planning’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 |
-540
| Closed | -$7.19K | – | 622 |
|
|
2023
Q4 | $7.19K | Hold |
540
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $6.58K | Hold |
540
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $7.56K | Hold |
540
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $8.06K | Hold |
540
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $7.81K | Hold |
540
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $8K | Hold |
540
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $9K | Hold |
540
| – | – | ﹤0.01% | 376 |
|
|
2022
Q1 | $9K | Hold |
540
| – | – | ﹤0.01% | 392 |
|
|
2021
Q4 | $10K | Hold |
540
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $10K | Hold |
540
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $10K | Hold |
540
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $10K | Buy |
+540
| New | +$10K | ﹤0.01% | 390 |
|