LPL 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 |
-97,827
| Closed | -$1.3M | – | 4987 |
|
|
2023
Q4 | $1.3M | Sell |
97,827
-19,199
| -16% | -$256K | ﹤0.01% | 2791 |
|
|
2023
Q3 | $1.43M | Sell |
117,026
-19,006
| -14% | -$232K | ﹤0.01% | 2583 |
|
|
2023
Q2 | $1.9M | Sell |
136,032
-17,217
| -11% | -$241K | ﹤0.01% | 2286 |
|
|
2023
Q1 | $2.29M | Buy |
153,249
+4,691
| +3% | +$70K | ﹤0.01% | 2034 |
|
|
2022
Q4 | $2.15M | Sell |
148,558
-57,422
| -28% | -$831K | ﹤0.01% | 2017 |
|
|
2022
Q3 | $3.1M | Sell |
205,980
-3,550
| -2% | -$53.4K | ﹤0.01% | 1687 |
|
|
2022
Q2 | $3.66M | Buy |
209,530
+6,097
| +3% | +$106K | ﹤0.01% | 1597 |
|
|
2022
Q1 | $3.57M | Buy |
203,433
+19,938
| +11% | +$350K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $3.46M | Buy |
183,495
+55
| +0% | +$1.04K | ﹤0.01% | 1695 |
|
|
2021
Q3 | $3.23M | Buy |
183,440
+9,075
| +5% | +$160K | ﹤0.01% | 1689 |
|
|
2021
Q2 | $3.22M | Buy |
174,365
+8,278
| +5% | +$153K | ﹤0.01% | 1638 |
|
|
2021
Q1 | $2.94M | Buy |
166,087
+44,826
| +37% | +$792K | ﹤0.01% | 1584 |
|
|
2020
Q4 | $2.16M | Buy |
121,261
+13,294
| +12% | +$237K | ﹤0.01% | 1628 |
|
|
2020
Q3 | $1.93M | Buy |
107,967
+23,905
| +28% | +$428K | ﹤0.01% | 1469 |
|
|
2020
Q2 | $1.47M | Buy |
84,062
+27,796
| +49% | +$487K | ﹤0.01% | 1545 |
|
|
2020
Q1 | $784K | Buy |
56,266
+18,621
| +49% | +$259K | ﹤0.01% | 1782 |
|
|
2019
Q4 | $713K | Sell |
37,645
-2,740
| -7% | -$51.9K | ﹤0.01% | 2081 |
|
|
2019
Q3 | $717K | Buy |
40,385
+10,724
| +36% | +$190K | ﹤0.01% | 1980 |
|
|
2019
Q2 | $517K | Buy |
29,661
+1,463
| +5% | +$25.5K | ﹤0.01% | 2249 |
|
|
2019
Q1 | $530K | Buy |
28,198
+399
| +1% | +$7.5K | ﹤0.01% | 2176 |
|
|
2018
Q4 | $446K | Sell |
27,799
-1,190
| -4% | -$19.1K | ﹤0.01% | 2111 |
|
|
2018
Q3 | $489K | Buy |
+28,989
| New | +$489K | ﹤0.01% | 2242 |
|
|
2016
Q4 | – | Sell |
-10,678
| Closed | -$217K | – | 2884 |
|
|
2016
Q3 | $217K | Buy |
+10,678
| New | +$217K | ﹤0.01% | 2352 |
|
|
2016
Q2 | – | Sell |
-22,408
| Closed | -$414K | – | 3291 |
|
|
2016
Q1 | $414K | Buy |
22,408
+5,208
| +30% | +$96.2K | ﹤0.01% | 2292 |
|
|
2015
Q4 | $294K | Buy |
+17,200
| New | +$294K | ﹤0.01% | 2553 |
|