Global Retirement Partners’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 |
-1,240
| Closed | -$17K | – | 3515 |
|
|
2023
Q4 | $17K | Buy |
1,240
+1,097
| +767% | +$15K | ﹤0.01% | 1838 |
|
|
2023
Q3 | $1.67K | Sell |
143
-629
| -81% | -$7.33K | ﹤0.01% | 2601 |
|
|
2023
Q2 | $10.8K | Buy |
772
+443
| +135% | +$6.2K | ﹤0.01% | 1933 |
|
|
2023
Q1 | $4.82K | Buy |
329
+229
| +229% | +$3.35K | ﹤0.01% | 2174 |
|
|
2022
Q4 | $1.45K | Buy |
100
+83
| +488% | +$1.2K | ﹤0.01% | 2473 |
|
|
2022
Q3 | $0 | Sell |
17
-124
| -88% | – | ﹤0.01% | 3111 |
|
|
2022
Q2 | $2K | Buy |
141
+8
| +6% | +$113 | ﹤0.01% | 2319 |
|
|
2022
Q1 | $2K | Sell |
133
-130
| -49% | -$1.96K | ﹤0.01% | 2283 |
|
|
2021
Q4 | $5K | Sell |
263
-1,594
| -86% | -$30.3K | ﹤0.01% | 194 |
|
|
2021
Q3 | $33K | Hold |
1,857
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q2 | $34K | Buy |
1,857
+11
| +0.6% | +$201 | ﹤0.01% | 1010 |
|
|
2021
Q1 | $33K | Buy |
1,846
+614
| +50% | +$11K | ﹤0.01% | 945 |
|
|
2020
Q4 | $22K | Sell |
1,232
-290
| -19% | -$5.18K | ﹤0.01% | 1008 |
|
|
2020
Q3 | $27K | Buy |
1,522
+42
| +3% | +$745 | ﹤0.01% | 835 |
|
|
2020
Q2 | $26K | Buy |
1,480
+381
| +35% | +$6.69K | ﹤0.01% | 824 |
|
|
2020
Q1 | $15K | Buy |
+1,099
| New | +$15K | ﹤0.01% | 899 |
|
|
2019
Q2 | – | Sell |
-262
| Closed | -$5K | – | 1774 |
|
|
2019
Q1 | $5K | Hold |
262
| – | – | ﹤0.01% | 1272 |
|
|
2018
Q4 | $4K | Hold |
262
| – | – | ﹤0.01% | 1249 |
|
|
2018
Q3 | $4K | Hold |
262
| – | – | ﹤0.01% | 1307 |
|
|
2018
Q2 | $4K | Hold |
262
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q1 | $4K | Hold |
262
| – | – | ﹤0.01% | 1238 |
|
|
2017
Q4 | $5K | Buy |
262
+3
| +1% | +$57 | ﹤0.01% | 1140 |
|
|
2017
Q3 | $5K | Buy |
259
+3
| +1% | +$58 | ﹤0.01% | 1029 |
|
|
2017
Q2 | $5K | Buy |
256
+3
| +1% | +$59 | ﹤0.01% | 960 |
|
|
2017
Q1 | $5K | Buy |
253
+3
| +1% | +$59 | ﹤0.01% | 934 |
|
|
2016
Q4 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 869 |
|