Concourse Financial Group Securities’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-28
Closed -$372 11183
2023
Q4
$372 Sell
28
-617
-96% -$8.2K ﹤0.01% 2205
2023
Q3
$7.86K Buy
645
+28
+5% +$341 ﹤0.01% 1704
2023
Q2
$8.63K Buy
617
+319
+107% +$4.46K ﹤0.01% 1689
2023
Q1
$4.45K Buy
298
+163
+121% +$2.43K ﹤0.01% 1898
2022
Q4
$1.95K Hold
135
﹤0.01% 2035
2022
Q3
$2K Hold
135
﹤0.01% 1834
2022
Q2
$2K Hold
135
﹤0.01% 2071
2022
Q1
$2K Buy
+135
New +$2K ﹤0.01% 2075
2021
Q4
Hold
0
11283
2021
Q3
Hold
0
10683
2021
Q2
Sell
-58
Closed -$1K 10207
2021
Q1
$1K Hold
58
﹤0.01% 2319
2020
Q4
$1K Sell
58
-606
-91% -$10.4K ﹤0.01% 2273
2020
Q3
$12K Hold
664
﹤0.01% 1530
2020
Q2
$12K Sell
664
-82
-11% -$1.48K ﹤0.01% 1446
2020
Q1
$10K Buy
746
+530
+245% +$7.11K ﹤0.01% 1470
2019
Q4
$4K Buy
216
+158
+272% +$2.93K ﹤0.01% 1733
2019
Q3
$1K Sell
58
-558
-91% -$9.62K ﹤0.01% 1727
2019
Q2
$11K Sell
616
-96
-13% -$1.71K ﹤0.01% 1473
2019
Q1
$13K Buy
712
+400
+128% +$7.3K ﹤0.01% 1440
2018
Q4
$5K Sell
312
-63
-17% -$1.01K ﹤0.01% 1700
2018
Q3
$6K Buy
+375
New +$6K ﹤0.01% 1370