LeJeune Puetz Investment Counsel’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
Q1 | $535K | Hold |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $549K | Hold |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $500K | Hold |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $482K | Hold |
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|
2020
Q3 | $485K | Hold |
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|
2020
Q2 | $475K | Hold |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $552K | Hold |
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|
2019
Q2 | $542K | Buy |
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