DOC
Creative Planning’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38,782
| Closed | -$516K | – | 2971 |
|
|
2023
Q4 | $516K | Buy |
+38,782
| New | +$516K | ﹤0.01% | 1692 |
|
|
2023
Q3 | – | Sell |
-11,154
| Closed | -$156K | – | 2970 |
|
|
2023
Q2 | $156K | Buy |
11,154
+11,085
| +16,065% | +$155K | ﹤0.01% | 2260 |
|
|
2023
Q1 | $1.03K | Buy |
+69
| New | +$1.03K | ﹤0.01% | 2452 |
|
|
2017
Q3 | – | Sell |
-3,472
| Closed | -$70K | – | 4620 |
|
|
2017
Q2 | $70K | Buy |
3,472
+1,000
| +40% | +$20.2K | ﹤0.01% | 2242 |
|
|
2017
Q1 | $49K | Sell |
2,472
-1,000
| -29% | -$19.8K | ﹤0.01% | 2476 |
|
|
2016
Q4 | $66K | Sell |
3,472
-724
| -17% | -$13.8K | ﹤0.01% | 2161 |
|
|
2016
Q3 | $90K | Sell |
4,196
-1,146
| -21% | -$24.6K | ﹤0.01% | 1911 |
|
|
2016
Q2 | $112K | Buy |
5,342
+2,156
| +68% | +$45.2K | ﹤0.01% | 1602 |
|
|
2016
Q1 | $59K | Sell |
3,186
-7,056
| -69% | -$131K | ﹤0.01% | 1974 |
|
|
2015
Q4 | $173K | Buy |
10,242
+3,753
| +58% | +$63.4K | ﹤0.01% | 1283 |
|
|
2015
Q3 | $98K | Buy |
+6,489
| New | +$98K | ﹤0.01% | 1604 |
|
|
2015
Q2 | – | Sell |
-5,734
| Closed | -$101K | – | 4119 |
|
|
2015
Q1 | $101K | Sell |
5,734
-5,266
| -48% | -$92.8K | ﹤0.01% | 1560 |
|
|
2014
Q4 | $183K | Sell |
11,000
-5,500
| -33% | -$91.5K | ﹤0.01% | 1196 |
|
|
2014
Q3 | $226K | Buy |
16,500
+6,000
| +57% | +$82.2K | ﹤0.01% | 992 |
|
|
2014
Q2 | $151K | Buy |
+10,500
| New | +$151K | ﹤0.01% | 1186 |
|