Level Four Advisory Services’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 | – | Sell |
-13,798
| Closed | -$200K | – | 836 |
|
|
2022
Q4 | $200K | Buy |
13,798
+564
| +4% | +$8.16K | 0.01% | 620 |
|
|
2022
Q3 | $199K | Sell |
13,234
-8,387
| -39% | -$126K | 0.02% | 514 |
|
|
2022
Q2 | $377K | Buy |
21,621
+6
| +0% | +$105 | 0.04% | 395 |
|
|
2022
Q1 | $379K | Sell |
21,615
-3,379
| -14% | -$59.2K | 0.03% | 471 |
|
|
2021
Q4 | $471K | Buy |
+24,994
| New | +$471K | 0.04% | 413 |
|