LeJeune Puetz Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $535K | Hold |
35,844
| – | – | 0.19% | 115 |
|
|
2022
Q4 | $519K | Buy |
35,844
+1,000
| +3% | +$14.5K | 0.19% | 113 |
|
|
2022
Q3 | $524K | Buy |
34,844
+1,000
| +3% | +$15K | 0.22% | 103 |
|
|
2022
Q2 | $590K | Buy |
33,844
+2,500
| +8% | +$43.6K | 0.23% | 101 |
|
|
2022
Q1 | $549K | Hold |
31,344
| – | – | 0.19% | 110 |
|
|
2021
Q4 | $590K | Buy |
31,344
+1,250
| +4% | +$23.5K | 0.2% | 108 |
|
|
2021
Q3 | $530K | Buy |
30,094
+3,000
| +11% | +$52.8K | 0.19% | 111 |
|
|
2021
Q2 | $500K | Hold |
27,094
| – | – | 0.18% | 111 |
|
|
2021
Q1 | $479K | Hold |
27,094
| – | – | 0.19% | 112 |
|
|
2020
Q4 | $482K | Hold |
27,094
| – | – | 0.21% | 107 |
|
|
2020
Q3 | $485K | Hold |
27,094
| – | – | 0.24% | 98 |
|
|
2020
Q2 | $475K | Hold |
27,094
| – | – | 0.25% | 97 |
|
|
2020
Q1 | $378K | Sell |
27,094
-2,000
| -7% | -$27.9K | 0.22% | 106 |
|
|
2019
Q4 | $551K | Sell |
29,094
-2,000
| -6% | -$37.9K | 0.26% | 99 |
|
|
2019
Q3 | $552K | Hold |
31,094
| – | – | 0.28% | 95 |
|
|
2019
Q2 | $542K | Buy |
+31,094
| New | +$542K | 0.28% | 94 |
|