Insight Folios’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 |
-38,671
| Closed | -$541K | – | 117 |
|
|
2023
Q2 | $541K | Buy |
38,671
+14,614
| +61% | +$204K | 0.23% | 50 |
|
|
2023
Q1 | $359K | Buy |
24,057
+6
| +0% | +$90 | 0.16% | 65 |
|
|
2022
Q4 | $348K | Sell |
24,051
-574
| -2% | -$8.31K | 0.16% | 66 |
|
|
2022
Q3 | $370K | Buy |
24,625
+6,455
| +36% | +$97K | 0.19% | 48 |
|
|
2022
Q2 | $317K | Buy |
18,170
+271
| +2% | +$4.73K | 0.15% | 81 |
|
|
2022
Q1 | $314K | Buy |
17,899
+1,327
| +8% | +$23.3K | 0.14% | 97 |
|
|
2021
Q4 | $312K | Buy |
16,572
+1,333
| +9% | +$25.1K | 0.15% | 100 |
|
|
2021
Q3 | $269K | Buy |
+15,239
| New | +$269K | 0.15% | 87 |
|