HAIM
DOC
Hunter Associates Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-14,000
| Closed | -$187K | – | 271 |
|
2023
Q4 | $187K | Hold |
14,000
| – | – | 0.03% | 250 |
|
2023
Q3 | $170K | Hold |
14,000
| – | – | 0.03% | 243 |
|
2023
Q2 | $196K | Sell |
14,000
-1,000
| -7% | -$14K | 0.04% | 238 |
|
2023
Q1 | $224K | Hold |
15,000
| – | – | 0.05% | 232 |
|
2022
Q4 | $215K | Hold |
15,000
| – | – | 0.05% | 210 |
|
2022
Q3 | $226K | Sell |
15,000
-2,000
| -12% | -$30.1K | 0.06% | 197 |
|
2022
Q2 | $296K | Buy |
+17,000
| New | +$296K | 0.07% | 169 |
|
2021
Q2 | – | Sell |
-17,000
| Closed | -$300K | – | 211 |
|
2021
Q1 | $300K | Hold |
17,000
| – | – | 0.07% | 164 |
|
2020
Q4 | $303K | Hold |
17,000
| – | – | 0.07% | 153 |
|
2020
Q3 | $304K | Hold |
17,000
| – | – | 0.08% | 138 |
|
2020
Q2 | $298K | Hold |
17,000
| – | – | 0.09% | 134 |
|
2020
Q1 | $237K | Hold |
17,000
| – | – | 0.09% | 128 |
|
2019
Q4 | $322K | Hold |
17,000
| – | – | 0.1% | 128 |
|
2019
Q3 | $302K | Hold |
17,000
| – | – | 0.1% | 129 |
|
2019
Q2 | $296K | Hold |
17,000
| – | – | 0.1% | 131 |
|
2019
Q1 | $320K | Hold |
17,000
| – | – | 0.11% | 125 |
|
2018
Q4 | $273K | Hold |
17,000
| – | – | 0.11% | 126 |
|
2018
Q3 | $287K | Hold |
17,000
| – | – | 0.1% | 134 |
|
2018
Q2 | $271K | Hold |
17,000
| – | – | 0.1% | 135 |
|
2018
Q1 | $265K | Hold |
17,000
| – | – | 0.1% | 134 |
|
2017
Q4 | $306K | Buy |
17,000
+2,000
| +13% | +$36K | 0.11% | 128 |
|
2017
Q3 | $266K | Hold |
15,000
| – | – | 0.1% | 139 |
|
2017
Q2 | $302K | Buy |
15,000
+1,000
| +7% | +$20.1K | 0.12% | 128 |
|
2017
Q1 | $278K | Hold |
14,000
| – | – | 0.12% | 138 |
|
2016
Q4 | $265K | Sell |
14,000
-1,000
| -7% | -$18.9K | 0.11% | 135 |
|
2016
Q3 | $323K | Buy |
+15,000
| New | +$323K | 0.14% | 120 |
|