Harbor Investment Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,344
| Closed | -$60.8K | – | 1383 |
|
|
2023
Q2 | $60.8K | Buy |
4,344
+1,016
| +31% | +$14.2K | 0.01% | 656 |
|
|
2023
Q1 | $49.7K | Hold |
3,328
| – | – | 0.01% | 705 |
|
|
2022
Q4 | $48.2K | Hold |
3,328
| – | – | 0.01% | 701 |
|
|
2022
Q3 | $50K | Hold |
3,328
| – | – | 0.01% | 702 |
|
|
2022
Q2 | $58K | Hold |
3,328
| – | – | 0.01% | 666 |
|
|
2022
Q1 | $58K | Hold |
3,328
| – | – | 0.01% | 708 |
|
|
2021
Q4 | $63K | Hold |
3,328
| – | – | 0.01% | 675 |
|
|
2021
Q3 | $59K | Hold |
3,328
| – | – | 0.01% | 693 |
|
|
2021
Q2 | $61K | Hold |
3,328
| – | – | 0.01% | 657 |
|
|
2021
Q1 | $59K | Hold |
3,328
| – | – | 0.01% | 631 |
|
|
2020
Q4 | $59K | Buy |
3,328
+1,029
| +45% | +$18.2K | 0.01% | 590 |
|
|
2020
Q3 | $41K | Buy |
2,299
+1,163
| +102% | +$20.7K | 0.01% | 555 |
|
|
2020
Q2 | $20K | Buy |
1,136
+215
| +23% | +$3.79K | ﹤0.01% | 637 |
|
|
2020
Q1 | $13K | Buy |
+921
| New | +$13K | ﹤0.01% | 680 |
|