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 |
|