Coston McIsaac & Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-449
| Closed | -$5K | – | 805 |
|
2023
Q4 | $5K | Buy |
449
+9
| +2% | +$100 | ﹤0.01% | 578 |
|
2023
Q3 | $5K | Buy |
440
+7
| +2% | +$80 | ﹤0.01% | 575 |
|
2023
Q2 | $6K | Buy |
433
+7
| +2% | +$97 | ﹤0.01% | 585 |
|
2023
Q1 | $6K | Buy |
426
+6
| +1% | +$85 | ﹤0.01% | 571 |
|
2022
Q4 | $6 | Buy |
420
+6
| +1% | – | ﹤0.01% | 575 |
|
2022
Q3 | $6K | Buy |
414
+6
| +1% | +$87 | ﹤0.01% | 493 |
|
2022
Q2 | $7K | Buy |
+408
| New | +$7K | ﹤0.01% | 320 |
|