Geneos Wealth Management’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
Q4 | – | Sell |
-3,132
| Closed | -$71.6K | – | 2993 |
|
|
2024
Q3 | $71.6K | Buy |
+3,132
| New | +$71.6K | ﹤0.01% | 1068 |
|
|
2024
Q1 | – | Sell |
-1,447
| Closed | -$19.3K | – | 2241 |
|
|
2023
Q4 | $19.3K | Buy |
+1,447
| New | +$19.3K | ﹤0.01% | 1370 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$1K | – | 3084 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 2759 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2830 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2842 |
|
|
2021
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3114 |
|
|
2020
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 2879 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2626 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2560 |
|
|
2020
Q1 | $1K | Sell |
100
-2,075
| -95% | -$20.8K | ﹤0.01% | 2468 |
|
|
2019
Q4 | $40K | Buy |
+2,175
| New | +$40K | ﹤0.01% | 1381 |
|
|
2018
Q4 | – | Sell |
-61
| Closed | -$1K | – | 2519 |
|
|
2018
Q3 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 2405 |
|