IFP Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-168
| Closed | -$1.89K | – | 3391 |
|
|
2024
Q1 | $1.89K | Buy |
168
+12
| +8% | +$135 | ﹤0.01% | 2714 |
|
|
2023
Q4 | $2.08K | Sell |
156
-88
| -36% | -$1.17K | ﹤0.01% | 2671 |
|
|
2023
Q3 | $2.98K | Buy |
244
+106
| +77% | +$1.29K | ﹤0.01% | 2704 |
|
|
2023
Q2 | $1.93K | Buy |
138
+50
| +57% | +$700 | ﹤0.01% | 2894 |
|
|
2023
Q1 | $1.33K | Sell |
88
-3,030
| -97% | -$45.9K | ﹤0.01% | 3022 |
|
|
2022
Q4 | $47K | Sell |
3,118
-27
| -0.9% | -$407 | ﹤0.01% | 2297 |
|
|
2022
Q3 | $47K | Buy |
3,145
+557
| +22% | +$8.32K | ﹤0.01% | 2424 |
|
|
2022
Q2 | $39K | Hold |
2,588
| – | – | ﹤0.01% | 2344 |
|
|
2022
Q1 | $39K | Buy |
2,588
+2,500
| +2,841% | +$37.7K | ﹤0.01% | 2344 |
|
|
2021
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2840 |
|
|
2021
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2869 |
|
|
2021
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2799 |
|
|
2021
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 2726 |
|
|
2020
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2672 |
|
|
2020
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2541 |
|
|
2020
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2444 |
|
|
2020
Q1 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 2652 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4106 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3993 |
|
|
2019
Q1 | – | Sell |
-2,634
| Closed | -$42K | – | 3989 |
|
|
2018
Q4 | $42K | Buy |
2,634
+294
| +13% | +$4.69K | ﹤0.01% | 1698 |
|
|
2018
Q3 | $39K | Hold |
2,340
| – | – | ﹤0.01% | 2024 |
|
|
2018
Q2 | $37K | Buy |
2,340
+559
| +31% | +$8.84K | ﹤0.01% | 2085 |
|
|
2018
Q1 | $32K | Hold |
1,781
| – | – | ﹤0.01% | 2086 |
|
|
2017
Q4 | $32K | Sell |
1,781
-256,395
| -99% | -$4.61M | ﹤0.01% | 2081 |
|
|
2017
Q3 | $4.58M | Sell |
258,176
-9,740
| -4% | -$173K | 0.18% | 121 |
|
|
2017
Q2 | $5.4M | Buy |
267,916
+12,459
| +5% | +$251K | 0.23% | 96 |
|
|
2017
Q1 | $5.08M | Buy |
255,457
+39,653
| +18% | +$788K | 0.22% | 100 |
|
|
2016
Q4 | $4.09M | Buy |
215,804
+45,984
| +27% | +$872K | 0.2% | 110 |
|
|
2016
Q3 | $3.66M | Buy |
169,820
+38,513
| +29% | +$830K | 0.19% | 110 |
|
|
2016
Q2 | $2.76M | Buy |
+131,307
| New | +$2.76M | 0.15% | 138 |
|
|
2016
Q1 | – | Sell |
-10,834
| Closed | -$183K | – | 4576 |
|
|
2015
Q4 | $183K | Buy |
+10,834
| New | +$183K | 0.01% | 866 |
|