Covestor’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,110
| Closed | -$28K | – | 2952 |
|
|
2023
Q4 | $28K | Buy |
2,110
+2,071
| +5,310% | +$27.5K | 0.02% | 1077 |
|
|
2023
Q3 | $0 | Sell |
39
-3
| -7% | – | ﹤0.01% | 2954 |
|
|
2023
Q2 | $1K | Sell |
42
-9
| -18% | -$214 | ﹤0.01% | 2052 |
|
|
2023
Q1 | $1K | Sell |
51
-5
| -9% | -$98 | ﹤0.01% | 1927 |
|
|
2022
Q4 | $1K | Buy |
56
+12
| +27% | +$214 | ﹤0.01% | 1972 |
|
|
2022
Q3 | $1K | Sell |
44
-1,564
| -97% | -$35.5K | ﹤0.01% | 1898 |
|
|
2022
Q2 | $28K | Sell |
1,608
-18
| -1% | -$313 | 0.02% | 907 |
|
|
2022
Q1 | $29K | Buy |
1,626
+294
| +22% | +$5.24K | 0.02% | 955 |
|
|
2021
Q4 | $25K | Buy |
+1,332
| New | +$25K | 0.04% | 809 |
|