First National Trust’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 |
-13,912
| Closed | -$185K | – | 397 |
|
|
2023
Q4 | $185K | Hold |
13,912
| – | – | 0.01% | 364 |
|
|
2023
Q3 | $170K | Hold |
13,912
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $195K | Hold |
13,912
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $208K | Hold |
13,912
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $201K | Hold |
13,912
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $209K | Hold |
13,912
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $243K | Hold |
13,912
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $244K | Buy |
+13,912
| New | +$244K | 0.01% | 341 |
|