Howe & Rusling’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-183
| Closed | -$3K | – | 1054 |
|
|
2021
Q2 | $3K | Hold |
183
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $3K | Sell |
183
-45
| -20% | -$738 | ﹤0.01% | 767 |
|
|
2020
Q4 | $4K | Hold |
228
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $4K | Sell |
228
-57
| -20% | -$1K | ﹤0.01% | 627 |
|
|
2020
Q2 | $5K | Buy |
+285
| New | +$5K | ﹤0.01% | 548 |
|
|
2019
Q1 | – | Sell |
-350
| Closed | -$6K | – | 951 |
|
|
2018
Q4 | $6K | Hold |
350
| – | – | ﹤0.01% | 529 |
|
|
2018
Q3 | $6K | Hold |
350
| – | – | ﹤0.01% | 594 |
|
|
2018
Q2 | $6K | Sell |
350
-150
| -30% | -$2.57K | ﹤0.01% | 542 |
|
|
2018
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 541 |
|
|
2017
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 511 |
|
|
2017
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 495 |
|
|
2017
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 515 |
|
|
2016
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 540 |
|
|
2016
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 502 |
|
|
2016
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 478 |
|
|
2016
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 563 |
|
|
2015
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 558 |
|
|
2015
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $8K | Buy |
500
+150
| +43% | +$2.4K | ﹤0.01% | 567 |
|
|
2015
Q1 | $6K | Hold |
350
| – | – | ﹤0.01% | 598 |
|
|
2014
Q4 | $6K | Hold |
350
| – | – | ﹤0.01% | 603 |
|
|
2014
Q3 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 628 |
|