Lee Financial’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 |
-490
| Closed | -$6.52K | – | 865 |
|
|
2023
Q4 | $6.52K | Sell |
490
-185
| -27% | -$2.46K | ﹤0.01% | 498 |
|
|
2023
Q3 | $8.23K | Hold |
675
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $9.44K | Hold |
675
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $10.1K | Hold |
675
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $9.77K | Hold |
675
| – | – | ﹤0.01% | 469 |
|
|
2022
Q3 | $10K | Sell |
675
-9
| -1% | -$133 | ﹤0.01% | 447 |
|
|
2022
Q2 | $12K | Buy |
684
+9
| +1% | +$158 | ﹤0.01% | 428 |
|
|
2022
Q1 | $12K | Hold |
675
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $13K | Sell |
675
-61,510
| -99% | -$1.18M | ﹤0.01% | 453 |
|
|
2021
Q3 | $1.1M | Hold |
62,185
| – | – | 0.23% | 57 |
|
|
2021
Q2 | $1.15M | Buy |
62,185
+11,960
| +24% | +$221K | 0.24% | 58 |
|
|
2021
Q1 | $888K | Sell |
50,225
-1,385
| -3% | -$24.5K | 0.21% | 63 |
|
|
2020
Q4 | $919K | Sell |
51,610
-270
| -0.5% | -$4.81K | 0.24% | 59 |
|
|
2020
Q3 | $929K | Sell |
51,880
-120
| -0.2% | -$2.15K | 0.26% | 60 |
|
|
2020
Q2 | $912K | Buy |
52,000
+7,715
| +17% | +$135K | 0.25% | 63 |
|
|
2020
Q1 | $617K | Buy |
44,285
+43,745
| +8,101% | +$609K | 0.2% | 65 |
|
|
2019
Q4 | $10K | Hold |
540
| – | – | ﹤0.01% | 356 |
|
|
2019
Q3 | $10K | Hold |
540
| – | – | ﹤0.01% | 352 |
|
|
2019
Q2 | $9K | Hold |
540
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $10K | Hold |
540
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $9K | Hold |
540
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $9K | Sell |
540
-839
| -61% | -$14K | ﹤0.01% | 358 |
|
|
2018
Q2 | $22K | Buy |
1,379
+705
| +105% | +$11.2K | 0.01% | 339 |
|
|
2018
Q1 | $10K | Buy |
674
+134
| +25% | +$1.99K | ﹤0.01% | 484 |
|
|
2017
Q4 | $10K | Hold |
540
| – | – | ﹤0.01% | 341 |
|
|
2017
Q3 | $10K | Hold |
540
| – | – | ﹤0.01% | 343 |
|
|
2017
Q2 | $11K | Hold |
540
| – | – | ﹤0.01% | 313 |
|
|
2017
Q1 | $11K | Buy |
540
+130
| +32% | +$2.65K | ﹤0.01% | 266 |
|
|
2016
Q4 | $8K | Buy |
+410
| New | +$8K | ﹤0.01% | 338 |
|