Glassman Wealth Services’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 |
-6
| Closed | -$80 | – | 1983 |
|
|
2023
Q4 | $80 | Sell |
6
-106
| -95% | -$1.41K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $1.37K | Sell |
112
-55
| -33% | -$670 | ﹤0.01% | 1452 |
|
|
2023
Q2 | $2.34K | Buy |
167
+55
| +49% | +$769 | ﹤0.01% | 1199 |
|
|
2023
Q1 | $1.67K | Sell |
112
-360
| -76% | -$5.37K | ﹤0.01% | 1296 |
|
|
2022
Q4 | $6.83K | Buy |
472
+354
| +300% | +$5.12K | ﹤0.01% | 940 |
|
|
2022
Q3 | $2K | Hold |
118
| – | – | ﹤0.01% | 1299 |
|
|
2022
Q2 | $2K | Hold |
118
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q1 | $2K | Sell |
118
-37
| -24% | -$627 | ﹤0.01% | 1304 |
|
|
2021
Q4 | $3K | Sell |
155
-102
| -40% | -$1.97K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $5K | Hold |
257
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q2 | $5K | Hold |
257
| – | – | ﹤0.01% | 957 |
|
|
2021
Q1 | $5K | Hold |
257
| – | – | ﹤0.01% | 896 |
|
|
2020
Q4 | $5K | Hold |
257
| – | – | ﹤0.01% | 890 |
|
|
2020
Q3 | $5K | Buy |
257
+89
| +53% | +$1.73K | ﹤0.01% | 816 |
|
|
2020
Q2 | $3K | Buy |
168
+111
| +195% | +$1.98K | ﹤0.01% | 810 |
|
|
2020
Q1 | $1K | Buy |
57
+6
| +12% | +$105 | ﹤0.01% | 1079 |
|
|
2019
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 1138 |
|
|
2019
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1002 |
|