HFM
DOC
Harvest Fund Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,389
| Closed | -$24K | – | 898 |
|
2020
Q4 | $24K | Sell |
1,389
-1,411
| -50% | -$24.4K | ﹤0.01% | 463 |
|
2020
Q3 | $51K | Hold |
2,800
| – | – | ﹤0.01% | 380 |
|
2020
Q2 | $49K | Hold |
2,800
| – | – | ﹤0.01% | 335 |
|
2020
Q1 | $38K | Hold |
2,800
| – | – | ﹤0.01% | 339 |
|
2019
Q4 | $54K | Sell |
2,800
-100
| -3% | -$1.93K | 0.01% | 278 |
|
2019
Q3 | $51K | Hold |
2,900
| – | – | 0.01% | 275 |
|
2019
Q2 | $51K | Hold |
2,900
| – | – | 0.01% | 287 |
|
2019
Q1 | $55K | Buy |
2,900
+300
| +12% | +$5.69K | 0.01% | 264 |
|
2018
Q4 | $42K | Sell |
2,600
-400
| -13% | -$6.46K | 0.01% | 269 |
|
2018
Q3 | $51K | Hold |
3,000
| – | – | 0.01% | 361 |
|
2018
Q2 | $48K | Hold |
3,000
| – | – | 0.01% | 196 |
|
2018
Q1 | $46K | Sell |
3,000
-500
| -14% | -$7.67K | 0.01% | 175 |
|
2017
Q4 | $63K | Sell |
3,500
-1,500
| -30% | -$27K | 0.01% | 152 |
|
2017
Q3 | $89K | Buy |
5,000
+2,600
| +108% | +$46.3K | 0.01% | 105 |
|
2017
Q2 | $48K | Hold |
2,400
| – | – | 0.01% | 162 |
|
2017
Q1 | $48K | Hold |
2,400
| – | – | 0.01% | 149 |
|
2016
Q4 | $46K | Buy |
+2,400
| New | +$46K | 0.01% | 162 |
|