JP Morgan Private Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.81M | Buy |
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|
2020
Q1 | $876K | Buy |
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|
2019
Q4 | $857K | Buy |
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|
2019
Q3 | $787K | Buy |
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|
2019
Q2 | $510K | Sell |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $679K | Sell |
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|
2018
Q3 | $793K | Buy |
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|
2018
Q2 | $528K | Buy |
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|
2018
Q1 | $437K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $727K | Buy |
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|
2016
Q4 | $506K | Buy |
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|
2016
Q3 | $484K | Buy |
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|
2016
Q2 | $458K | Buy |
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|
2016
Q1 | $398K | Hold |
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|
2015
Q4 | $361K | Hold |
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|
2015
Q3 | $323K | Hold |
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|
2015
Q2 | $329K | Hold |
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|
2015
Q1 | $377K | Sell |
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|
2014
Q4 | $374K | Buy |
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|
2014
Q3 | $287K | Buy |
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