Mackenzie 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 |
-14,839
| Closed | -$198K | – | 1635 |
|
|
2023
Q4 | $198K | Buy |
14,839
+4
| +0% | +$53 | ﹤0.01% | 1338 |
|
|
2023
Q3 | $170K | Sell |
14,835
-44
| -0.3% | -$503 | ﹤0.01% | 1296 |
|
|
2023
Q2 | $207K | Buy |
14,879
+63
| +0.4% | +$877 | ﹤0.01% | 1324 |
|
|
2023
Q1 | $221K | Buy |
14,816
+6
| +0% | +$90 | ﹤0.01% | 1311 |
|
|
2022
Q4 | $214K | Sell |
14,810
-723
| -5% | -$10.5K | ﹤0.01% | 1222 |
|
|
2022
Q3 | $234K | Sell |
15,533
-1,233
| -7% | -$18.6K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $293K | Buy |
16,766
+2,993
| +22% | +$52.3K | ﹤0.01% | 1105 |
|
|
2022
Q1 | $242K | Sell |
13,773
-13,824
| -50% | -$243K | ﹤0.01% | 1218 |
|
|
2021
Q4 | $520K | Sell |
27,597
-1,347
| -5% | -$25.4K | ﹤0.01% | 995 |
|
|
2021
Q3 | $510K | Buy |
28,944
+4,779
| +20% | +$84.2K | ﹤0.01% | 998 |
|
|
2021
Q2 | $446K | Buy |
24,165
+8,101
| +50% | +$150K | ﹤0.01% | 997 |
|
|
2021
Q1 | $284K | Buy |
+16,064
| New | +$284K | ﹤0.01% | 1021 |
|
|
2020
Q2 | – | Sell |
-114,731
| Closed | -$1.6M | – | 1192 |
|
|
2020
Q1 | $1.6M | Buy |
+114,731
| New | +$1.6M | 0.01% | 549 |
|