J.P. Morgan Private Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $366K | Sell |
30,034
-17,044
| -36% | -$208K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $659K | Sell |
47,078
-34,984
| -43% | -$489K | ﹤0.01% | 921 |
|
|
2023
Q1 | $1.23M | Sell |
82,062
-19,967
| -20% | -$298K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $1.48M | Buy |
102,029
+6,321
| +7% | +$91.5K | ﹤0.01% | 964 |
|
|
2022
Q3 | $1.44M | Buy |
95,708
+1,957
| +2% | +$29.4K | ﹤0.01% | 976 |
|
|
2022
Q2 | $1.64M | Sell |
93,751
-3,272
| -3% | -$57.1K | ﹤0.01% | 912 |
|
|
2022
Q1 | $1.7M | Sell |
97,023
-16,179
| -14% | -$284K | ﹤0.01% | 969 |
|
|
2021
Q4 | $2.13M | Sell |
113,202
-2,621
| -2% | -$49.4K | ﹤0.01% | 883 |
|
|
2021
Q3 | $2.04M | Buy |
115,823
+1,457
| +1% | +$25.7K | 0.01% | 893 |
|
|
2021
Q2 | $2.11M | Buy |
114,366
+20,067
| +21% | +$371K | 0.01% | 851 |
|
|
2021
Q1 | $1.67M | Buy |
94,299
+4,056
| +4% | +$71.7K | 0.01% | 828 |
|
|
2020
Q4 | $1.61M | Sell |
90,243
-5,731
| -6% | -$102K | 0.01% | 830 |
|
|
2020
Q3 | $1.72M | Sell |
95,974
-7,458
| -7% | -$134K | 0.01% | 695 |
|
|
2020
Q2 | $1.81M | Buy |
103,432
+40,567
| +65% | +$711K | 0.01% | 615 |
|
|
2020
Q1 | $876K | Buy |
62,865
+17,603
| +39% | +$245K | 0.01% | 749 |
|
|
2019
Q4 | $857K | Buy |
45,262
+928
| +2% | +$17.6K | ﹤0.01% | 860 |
|
|
2019
Q3 | $787K | Buy |
44,334
+15,076
| +52% | +$268K | ﹤0.01% | 841 |
|
|
2019
Q2 | $510K | Sell |
29,258
-2,650
| -8% | -$46.2K | ﹤0.01% | 981 |
|
|
2019
Q1 | $600K | Sell |
31,908
-10,461
| -25% | -$197K | ﹤0.01% | 963 |
|
|
2018
Q4 | $679K | Sell |
42,369
-4,649
| -10% | -$74.5K | ﹤0.01% | 867 |
|
|
2018
Q3 | $793K | Buy |
47,018
+13,895
| +42% | +$234K | ﹤0.01% | 906 |
|
|
2018
Q2 | $528K | Buy |
33,123
+5,032
| +18% | +$80.2K | ﹤0.01% | 990 |
|
|
2018
Q1 | $437K | Buy |
+28,091
| New | +$437K | ﹤0.01% | 913 |
|
|
2017
Q2 | – | Sell |
-36,624
| Closed | -$727K | – | 1425 |
|
|
2017
Q1 | $727K | Buy |
36,624
+9,905
| +37% | +$197K | 0.01% | 729 |
|
|
2016
Q4 | $506K | Buy |
26,719
+4,260
| +19% | +$80.7K | ﹤0.01% | 804 |
|
|
2016
Q3 | $484K | Buy |
22,459
+639
| +3% | +$13.8K | ﹤0.01% | 794 |
|
|
2016
Q2 | $458K | Buy |
21,820
+385
| +2% | +$8.08K | ﹤0.01% | 809 |
|
|
2016
Q1 | $398K | Hold |
21,435
| – | – | ﹤0.01% | 831 |
|
|
2015
Q4 | $361K | Hold |
21,435
| – | – | ﹤0.01% | 797 |
|
|
2015
Q3 | $323K | Hold |
21,435
| – | – | ﹤0.01% | 772 |
|
|
2015
Q2 | $329K | Hold |
21,435
| – | – | ﹤0.01% | 818 |
|
|
2015
Q1 | $377K | Sell |
21,435
-1,075
| -5% | -$18.9K | ﹤0.01% | 807 |
|
|
2014
Q4 | $374K | Buy |
22,510
+1,560
| +7% | +$25.9K | ﹤0.01% | 808 |
|
|
2014
Q3 | $287K | Buy |
+20,950
| New | +$287K | ﹤0.01% | 857 |
|