JMF
DOC
Johnson Midwest Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $12.7K | Buy |
1,044
+17
| +2% | +$207 | 0.03% | 182 |
|
2023
Q2 | $14.4K | Buy |
1,027
+16
| +2% | +$224 | 0.01% | 175 |
|
2023
Q1 | $15.1K | Buy |
1,011
+99
| +11% | +$1.48K | 0.02% | 171 |
|
2022
Q4 | $13K | Buy |
912
+14
| +2% | +$200 | 0.05% | 181 |
|
2022
Q3 | $13 | Buy |
898
+54
| +6% | +$1 | 0.05% | 172 |
|
2022
Q2 | $15K | Buy |
+844
| New | +$15K | 0.02% | 154 |
|
2022
Q1 | – | Sell |
-1,585
| Closed | -$30K | – | 321 |
|
2021
Q4 | $30K | Hold |
1,585
| – | – | 0.02% | 110 |
|
2021
Q3 | $28K | Hold |
1,585
| – | – | 0.02% | 124 |
|
2021
Q2 | $29K | Buy |
+1,585
| New | +$29K | 0.03% | 118 |
|