KIA
DOC
Kraematon Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,987
| Closed | -$306K | – | 93 |
|
|
2023
Q4 | $306K | Sell |
22,987
-10,974
| -32% | -$146K | 0.34% | 68 |
|
|
2023
Q3 | $414K | Sell |
33,961
-2,807
| -8% | -$34.2K | 0.51% | 53 |
|
|
2023
Q2 | $514K | Buy |
36,768
+291
| +0.8% | +$4.07K | 0.57% | 51 |
|
|
2023
Q1 | $545K | Buy |
36,477
+273
| +0.8% | +$4.08K | 0.63% | 48 |
|
|
2022
Q4 | $524K | Buy |
36,204
+297
| +0.8% | +$4.3K | 0.57% | 49 |
|
|
2022
Q3 | $540K | Sell |
35,907
-759
| -2% | -$11.4K | 0.7% | 44 |
|
|
2022
Q2 | $640K | Buy |
36,666
+228
| +0.6% | +$3.98K | 0.74% | 43 |
|
|
2022
Q1 | $639K | Buy |
36,438
+208
| +0.6% | +$3.65K | 0.61% | 49 |
|
|
2021
Q4 | $682K | Buy |
+36,230
| New | +$682K | 0.61% | 48 |
|