Jacobi Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-751
| Closed | -$13K | – | 1468 |
|
|
2021
Q3 | $13K | Buy |
751
+9
| +1% | +$156 | ﹤0.01% | 1001 |
|
|
2021
Q2 | $14K | Buy |
742
+9
| +1% | +$170 | ﹤0.01% | 950 |
|
|
2021
Q1 | $13K | Buy |
733
+10
| +1% | +$177 | ﹤0.01% | 914 |
|
|
2020
Q4 | $13K | Buy |
723
+9
| +1% | +$162 | ﹤0.01% | 824 |
|
|
2020
Q3 | $13K | Buy |
714
+9
| +1% | +$164 | ﹤0.01% | 770 |
|
|
2020
Q2 | $12K | Buy |
705
+11
| +2% | +$187 | ﹤0.01% | 755 |
|
|
2020
Q1 | $10K | Buy |
694
+8
| +1% | +$115 | ﹤0.01% | 716 |
|
|
2019
Q4 | $13K | Buy |
686
+8
| +1% | +$152 | ﹤0.01% | 715 |
|
|
2019
Q3 | $12K | Buy |
678
+9
| +1% | +$159 | ﹤0.01% | 713 |
|
|
2019
Q2 | $12K | Buy |
669
+9
| +1% | +$161 | ﹤0.01% | 717 |
|
|
2019
Q1 | $12K | Buy |
660
+9
| +1% | +$164 | ﹤0.01% | 682 |
|
|
2018
Q4 | $10K | Buy |
651
+9
| +1% | +$138 | ﹤0.01% | 668 |
|
|
2018
Q3 | $11K | Buy |
642
+9
| +1% | +$154 | ﹤0.01% | 699 |
|
|
2018
Q2 | $10K | Buy |
633
+9
| +1% | +$142 | ﹤0.01% | 721 |
|
|
2018
Q1 | $9K | Buy |
624
+9
| +1% | +$130 | ﹤0.01% | 717 |
|
|
2017
Q4 | $11K | Hold |
615
| – | – | ﹤0.01% | 657 |
|
|
2017
Q3 | $11K | Hold |
615
| – | – | ﹤0.01% | 634 |
|
|
2017
Q2 | $11K | Buy |
+615
| New | +$11K | ﹤0.01% | 563 |
|