Greenleaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,378
| Closed | -$233K | – | 572 |
|
|
2019
Q1 | $233K | Hold |
12,378
| – | – | ﹤0.01% | 456 |
|
|
2018
Q4 | $198K | Sell |
12,378
-15,019
| -55% | -$240K | ﹤0.01% | 463 |
|
|
2018
Q3 | $462K | Sell |
27,397
-6,000
| -18% | -$101K | 0.01% | 298 |
|
|
2018
Q2 | $532K | Buy |
33,397
+136
| +0.4% | +$2.17K | 0.01% | 260 |
|
|
2018
Q1 | $518K | Sell |
33,261
-33,261
| -50% | -$518K | 0.01% | 235 |
|
|
2017
Q4 | $1.2M | Buy |
+66,522
| New | +$1.2M | 0.02% | 140 |
|