KWM
DOC
Keebeck Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,234
| Closed | -$213K | – | 277 |
|
|
2023
Q2 | $213K | Buy |
15,234
+29
| +0.2% | +$406 | 0.03% | 253 |
|
|
2023
Q1 | $227K | Buy |
15,205
+28
| +0.2% | +$418 | 0.04% | 233 |
|
|
2022
Q4 | $220K | Sell |
15,177
-14,458
| -49% | -$209K | 0.04% | 222 |
|
|
2022
Q3 | $446K | Sell |
29,635
-8,062
| -21% | -$121K | 0.09% | 160 |
|
|
2022
Q2 | $658K | Buy |
37,697
+1,933
| +5% | +$33.7K | 0.13% | 129 |
|
|
2022
Q1 | $636K | Buy |
35,764
+6,441
| +22% | +$115K | 0.11% | 146 |
|
|
2021
Q4 | $552K | Buy |
29,323
+4,430
| +18% | +$83.4K | 0.1% | 141 |
|
|
2021
Q3 | $439K | Sell |
24,893
-7,375
| -23% | -$130K | 0.09% | 147 |
|
|
2021
Q2 | $596K | Sell |
32,268
-24,200
| -43% | -$447K | 0.09% | 152 |
|
|
2021
Q1 | $1.01M | Buy |
56,468
+1,533
| +3% | +$27.4K | 0.16% | 108 |
|
|
2020
Q4 | $978K | Sell |
54,935
-2,445
| -4% | -$43.5K | 0.17% | 95 |
|
|
2020
Q3 | $1.03M | Sell |
57,380
-3,765
| -6% | -$67.4K | 0.21% | 75 |
|
|
2020
Q2 | $1.07M | Buy |
61,145
+36,145
| +145% | +$633K | 0.34% | 59 |
|
|
2020
Q1 | $348K | Hold |
25,000
| – | – | 0.14% | 114 |
|
|
2019
Q4 | $473K | Buy |
+25,000
| New | +$473K | 0.15% | 103 |
|