Charter Oak Capital Management’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
Q3
Sell
-1,150
Closed -$20K 987
2022
Q2
$20K Hold
1,150
﹤0.01% 478
2022
Q1
$20K Sell
1,150
-275
-19% -$4.78K ﹤0.01% 523
2021
Q4
$27K Hold
1,425
﹤0.01% 456
2021
Q3
$25K Hold
1,425
﹤0.01% 432
2021
Q2
$26K Hold
1,425
﹤0.01% 412
2021
Q1
$25K Buy
1,425
+893
+168% +$15.7K ﹤0.01% 406
2020
Q4
$9K Buy
+532
New +$9K ﹤0.01% 536