Commonwealth Equity Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48,572
| Closed | -$647K | – | 4148 |
|
|
2023
Q4 | $647K | Sell |
48,572
-3,492
| -7% | -$46.5K | ﹤0.01% | 2503 |
|
|
2023
Q3 | $635K | Sell |
52,064
-343
| -0.7% | -$4.18K | ﹤0.01% | 2397 |
|
|
2023
Q2 | $733K | Sell |
52,407
-45
| -0.1% | -$629 | ﹤0.01% | 2334 |
|
|
2023
Q1 | $783 | Sell |
52,452
-2,133
| -4% | -$32 | ﹤0.01% | 2215 |
|
|
2022
Q4 | $789K | Sell |
54,585
-49,739
| -48% | -$719K | ﹤0.01% | 2118 |
|
|
2022
Q3 | $1.57M | Sell |
104,324
-2,084
| -2% | -$31.3K | ﹤0.01% | 1592 |
|
|
2022
Q2 | $1.86M | Buy |
106,408
+4,280
| +4% | +$74.7K | ﹤0.01% | 1484 |
|
|
2022
Q1 | $1.79M | Sell |
102,128
-2,412
| -2% | -$42.3K | ﹤0.01% | 1576 |
|
|
2021
Q4 | $1.97M | Buy |
104,540
+4,142
| +4% | +$78K | ﹤0.01% | 1506 |
|
|
2021
Q3 | $1.77M | Buy |
100,398
+5,320
| +6% | +$93.7K | ﹤0.01% | 1514 |
|
|
2021
Q2 | $1.76M | Buy |
95,078
+29,228
| +44% | +$540K | ﹤0.01% | 1516 |
|
|
2021
Q1 | $1.16M | Buy |
65,850
+8,944
| +16% | +$158K | ﹤0.01% | 1691 |
|
|
2020
Q4 | $1.01M | Buy |
56,906
+10,157
| +22% | +$181K | ﹤0.01% | 1643 |
|
|
2020
Q3 | $837K | Buy |
46,749
+5,951
| +15% | +$107K | ﹤0.01% | 1600 |
|
|
2020
Q2 | $714K | Buy |
40,798
+5,302
| +15% | +$92.8K | ﹤0.01% | 1638 |
|
|
2020
Q1 | $494K | Buy |
35,496
+1,196
| +3% | +$16.6K | ﹤0.01% | 1705 |
|
|
2019
Q4 | $649K | Buy |
34,300
+1,042
| +3% | +$19.7K | ﹤0.01% | 1709 |
|
|
2019
Q3 | $590K | Buy |
33,258
+2,045
| +7% | +$36.3K | ﹤0.01% | 1712 |
|
|
2019
Q2 | $544K | Buy |
31,213
+1,081
| +4% | +$18.8K | ﹤0.01% | 1743 |
|
|
2019
Q1 | $566K | Buy |
30,132
+12,119
| +67% | +$228K | ﹤0.01% | 1663 |
|
|
2018
Q4 | $288K | Sell |
18,013
-1,445
| -7% | -$23.1K | ﹤0.01% | 2044 |
|
|
2018
Q3 | $328K | Sell |
19,458
-2,053
| -10% | -$34.6K | ﹤0.01% | 2094 |
|
|
2018
Q2 | $343K | Buy |
21,511
+2,188
| +11% | +$34.9K | ﹤0.01% | 2015 |
|
|
2018
Q1 | $300K | Buy |
19,323
+2,589
| +15% | +$40.2K | ﹤0.01% | 2064 |
|
|
2017
Q4 | $301K | Buy |
16,734
+776
| +5% | +$14K | ﹤0.01% | 2051 |
|
|
2017
Q3 | $283K | Buy |
15,958
+222
| +1% | +$3.94K | ﹤0.01% | 2023 |
|
|
2017
Q2 | $317K | Buy |
15,736
+157
| +1% | +$3.16K | ﹤0.01% | 1883 |
|
|
2017
Q1 | $310K | Sell |
15,579
-551
| -3% | -$11K | ﹤0.01% | 1830 |
|
|
2016
Q4 | $306K | Buy |
16,130
+4,461
| +38% | +$84.6K | ﹤0.01% | 1761 |
|
|
2016
Q3 | $251K | Buy |
11,669
+18
| +0.2% | +$387 | ﹤0.01% | 1846 |
|
|
2016
Q2 | $245K | Hold |
11,651
| – | – | ﹤0.01% | 1809 |
|
|
2016
Q1 | $216K | Buy |
11,651
+322
| +3% | +$5.97K | ﹤0.01% | 1865 |
|
|
2015
Q4 | $191K | Buy |
+11,329
| New | +$191K | ﹤0.01% | 1893 |
|