Janiczek Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,639
| Closed | -$155K | – | 1178 |
|
|
2023
Q4 | $155K | Buy |
11,639
+8,732
| +300% | +$116K | 0.04% | 204 |
|
|
2023
Q3 | $35.4K | Buy |
2,907
+547
| +23% | +$6.67K | 0.01% | 421 |
|
|
2023
Q2 | $33K | Buy |
2,360
+1,738
| +279% | +$24.3K | 0.01% | 378 |
|
|
2023
Q1 | $8.97K | Buy |
+622
| New | +$8.97K | ﹤0.01% | 586 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$6K | – | 1087 |
|
|
2022
Q2 | $6K | Sell |
340
-269
| -44% | -$4.75K | ﹤0.01% | 655 |
|
|
2022
Q1 | $11K | Sell |
609
-372
| -38% | -$6.72K | ﹤0.01% | 565 |
|
|
2021
Q4 | $18K | Sell |
981
-147
| -13% | -$2.7K | 0.01% | 495 |
|
|
2021
Q3 | $20K | Buy |
1,128
+701
| +164% | +$12.4K | 0.01% | 464 |
|
|
2021
Q2 | $8K | Buy |
427
+39
| +10% | +$731 | ﹤0.01% | 598 |
|
|
2021
Q1 | $7K | Buy |
388
+49
| +14% | +$884 | ﹤0.01% | 601 |
|
|
2020
Q4 | $6K | Buy |
339
+95
| +39% | +$1.68K | ﹤0.01% | 575 |
|
|
2020
Q3 | $4K | Buy |
+244
| New | +$4K | ﹤0.01% | 417 |
|