Janney Montgomery Scott’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-107,370
| Closed | -$1.43M | – | 2861 |
|
2023
Q4 | $1.43M | Sell |
107,370
-12,375
| -10% | -$165K | ﹤0.01% | 1261 |
|
2023
Q3 | $1.46M | Sell |
119,745
-14,558
| -11% | -$178K | 0.01% | 1149 |
|
2023
Q2 | $1.88M | Sell |
134,303
-8,776
| -6% | -$123K | 0.01% | 1102 |
|
2023
Q1 | $2.14M | Sell |
143,079
-2,108
| -1% | -$31.5K | 0.01% | 955 |
|
2022
Q4 | $2.1M | Sell |
145,187
-25,077
| -15% | -$363K | 0.01% | 1006 |
|
2022
Q3 | $2.56M | Buy |
170,264
+77
| +0% | +$1.16K | 0.01% | 863 |
|
2022
Q2 | $2.98M | Buy |
170,187
+346
| +0.2% | +$6.05K | 0.01% | 759 |
|
2022
Q1 | $2.98M | Sell |
169,841
-2,810
| -2% | -$49.3K | 0.01% | 757 |
|
2021
Q4 | $3.25M | Sell |
172,651
-1,301
| -0.7% | -$24.5K | 0.01% | 775 |
|
2021
Q3 | $3.07M | Sell |
173,952
-3,229
| -2% | -$56.9K | 0.01% | 772 |
|
2021
Q2 | $3.27M | Buy |
177,181
+600
| +0.3% | +$11.1K | 0.01% | 737 |
|
2021
Q1 | $3.12M | Buy |
176,581
+38,829
| +28% | +$686K | 0.02% | 712 |
|
2020
Q4 | $2.45M | Buy |
137,752
+14,273
| +12% | +$254K | 0.01% | 787 |
|
2020
Q3 | $2.21M | Buy |
123,479
+3,044
| +3% | +$54.5K | 0.01% | 772 |
|
2020
Q2 | $2.11M | Buy |
120,435
+4,795
| +4% | +$84K | 0.01% | 754 |
|
2020
Q1 | $1.61M | Sell |
115,640
-12,165
| -10% | -$170K | 0.01% | 772 |
|
2019
Q4 | $2.42M | Sell |
127,805
-1,098
| -0.9% | -$20.8K | 0.02% | 721 |
|
2019
Q3 | $2.29M | Sell |
128,903
-3,365
| -3% | -$59.7K | 0.02% | 705 |
|
2019
Q2 | $2.31M | Sell |
132,268
-614
| -0.5% | -$10.7K | 0.02% | 681 |
|
2019
Q1 | $2.5M | Buy |
132,882
+3,502
| +3% | +$65.9K | 0.02% | 619 |
|
2018
Q4 | $2.07M | Sell |
129,380
-6,435
| -5% | -$103K | 0.02% | 631 |
|
2018
Q3 | $2.29M | Sell |
135,815
-14,332
| -10% | -$242K | 0.02% | 652 |
|
2018
Q2 | $2.39M | Buy |
150,147
+13,180
| +10% | +$210K | 0.02% | 609 |
|
2018
Q1 | $2.13M | Buy |
136,967
+22,555
| +20% | +$351K | 0.02% | 631 |
|
2017
Q4 | $2.06M | Buy |
114,412
+5,261
| +5% | +$94.6K | 0.02% | 636 |
|
2017
Q3 | $1.94M | Sell |
109,151
-69,223
| -39% | -$1.23M | 0.02% | 627 |
|
2017
Q2 | $3.59M | Sell |
178,374
-1,871
| -1% | -$37.7K | 0.04% | 399 |
|
2017
Q1 | $3.58M | Sell |
180,245
-23
| -0% | -$457 | 0.05% | 377 |
|
2016
Q4 | $3.42M | Sell |
180,268
-5,388
| -3% | -$102K | 0.05% | 351 |
|
2016
Q3 | $4M | Buy |
+185,656
| New | +$4M | 0.07% | 274 |
|
2016
Q2 | – | Sell |
-181,088
| Closed | -$3.37M | – | 1365 |
|
2016
Q1 | $3.37M | Buy |
181,088
+89,182
| +97% | +$1.66M | 0.09% | 228 |
|
2015
Q4 | $1.55M | Buy |
91,906
+18,400
| +25% | +$310K | 0.04% | 411 |
|
2015
Q3 | $1.11M | Buy |
73,506
+1,587
| +2% | +$23.9K | 0.03% | 504 |
|
2015
Q2 | $1.1M | Buy |
71,919
+1,333
| +2% | +$20.5K | 0.02% | 741 |
|
2015
Q1 | $1.24M | Sell |
70,586
-390
| -0.5% | -$6.87K | 0.02% | 774 |
|
2014
Q4 | $1.18M | Sell |
70,976
-7,274
| -9% | -$121K | 0.02% | 786 |
|
2014
Q3 | $1.07M | Buy |
78,250
+36,745
| +89% | +$504K | 0.02% | 805 |
|
2014
Q2 | $597K | Buy |
41,505
+6,913
| +20% | +$99.5K | 0.01% | 1114 |
|
2014
Q1 | $482K | Buy |
34,592
+9,612
| +38% | +$134K | 0.01% | 1157 |
|
2013
Q4 | $318K | Buy |
+24,980
| New | +$318K | 0.01% | 1392 |
|