Legacy Capital Group California’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
-19,964
Closed -$266K 324
2023
Q4
$266K Sell
19,964
-75
-0.4% -$998 0.1% 238
2023
Q3
$244K Buy
20,039
+175
+0.9% +$2.13K 0.1% 231
2023
Q2
$278K Buy
19,864
+455
+2% +$6.37K 0.11% 213
2023
Q1
$290K Buy
+19,409
New +$290K 0.14% 193