Edge Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$5K | – | 689 |
|
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 563 |
|
|
2020
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 482 |
|
|
2019
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 484 |
|
|
2019
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 496 |
|
|
2018
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 460 |
|
|
2017
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 450 |
|
|
2017
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 418 |
|
|
2017
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 402 |
|
|
2016
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 390 |
|
|
2016
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 383 |
|
|
2016
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 360 |
|
|
2016
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 339 |
|