JIR
DOC
James Investment Research’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-21,125
| Closed | -$281K | – | 335 |
|
2023
Q4 | $281K | Hold |
21,125
| – | – | 0.04% | 257 |
|
2023
Q3 | $258K | Hold |
21,125
| – | – | 0.03% | 244 |
|
2023
Q2 | $296K | Hold |
21,125
| – | – | 0.04% | 228 |
|
2023
Q1 | $315K | Hold |
21,125
| – | – | 0.04% | 229 |
|
2022
Q4 | $306K | Hold |
21,125
| – | – | 0.04% | 221 |
|
2022
Q3 | $318K | Hold |
21,125
| – | – | 0.05% | 216 |
|
2022
Q2 | $369K | Buy |
21,125
+71
| +0.3% | +$1.24K | 0.05% | 203 |
|
2022
Q1 | $369K | Buy |
21,054
+54
| +0.3% | +$946 | 0.04% | 224 |
|
2021
Q4 | $395K | Hold |
21,000
| – | – | 0.04% | 225 |
|
2021
Q3 | $370K | Buy |
+21,000
| New | +$370K | 0.03% | 219 |
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$27K | – | 576 |
|
2020
Q4 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 433 |
|
2020
Q3 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 388 |
|
2020
Q2 | $26K | Hold |
1,500
| – | – | ﹤0.01% | 373 |
|
2020
Q1 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 362 |
|
2019
Q4 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 422 |
|
2019
Q3 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 464 |
|
2019
Q2 | $26K | Buy |
+1,500
| New | +$26K | ﹤0.01% | 549 |
|