Nisa Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-79,194
| Closed | -$1.05M | – | 2848 |
|
|
2023
Q4 | $1.05M | Sell |
79,194
-9,424
| -11% | -$125K | 0.01% | 832 |
|
|
2023
Q3 | $1.08M | Sell |
88,618
-4,507
| -5% | -$54.9K | 0.01% | 847 |
|
|
2023
Q2 | $1.3M | Buy |
93,125
+4,475
| +5% | +$62.6K | 0.01% | 810 |
|
|
2023
Q1 | $1.32M | Sell |
88,650
-30,275
| -25% | -$452K | 0.01% | 783 |
|
|
2022
Q4 | $1.72M | Buy |
118,925
+43,637
| +58% | +$631K | 0.01% | 774 |
|
|
2022
Q3 | $1.13M | Buy |
75,288
+571
| +0.8% | +$8.59K | 0.01% | 776 |
|
|
2022
Q2 | $1.3M | Sell |
74,717
-10,540
| -12% | -$184K | 0.01% | 751 |
|
|
2022
Q1 | $1.5M | Sell |
85,257
-9,786
| -10% | -$172K | 0.01% | 748 |
|
|
2021
Q4 | $1.74M | Sell |
95,043
-2,290
| -2% | -$41.8K | 0.01% | 684 |
|
|
2021
Q3 | $1.72K | Sell |
97,333
-12,905
| -12% | -$227 | 0.01% | 742 |
|
|
2021
Q2 | $2.04K | Buy |
110,238
+2,564
| +2% | +$47 | 0.01% | 710 |
|
|
2021
Q1 | $1.9K | Sell |
107,674
-5,556
| -5% | -$98 | 0.01% | 730 |
|
|
2020
Q4 | $2.02M | Buy |
113,230
+8,892
| +9% | +$158K | 0.01% | 694 |
|
|
2020
Q3 | $1.87M | Buy |
104,338
+29,380
| +39% | +$526K | 0.02% | 621 |
|
|
2020
Q2 | $1.31M | Buy |
74,958
+23,171
| +45% | +$406K | 0.01% | 694 |
|
|
2020
Q1 | $722K | Sell |
51,787
-13,817
| -21% | -$193K | 0.01% | 805 |
|
|
2019
Q4 | $1.24M | Sell |
65,604
-26,939
| -29% | -$510K | 0.01% | 810 |
|
|
2019
Q3 | $1.64M | Buy |
92,543
+72,978
| +373% | +$1.3M | 0.01% | 707 |
|
|
2019
Q2 | $341K | Buy |
19,565
+7,280
| +59% | +$127K | ﹤0.01% | 1187 |
|
|
2019
Q1 | $231K | Buy |
12,285
+8,855
| +258% | +$167K | ﹤0.01% | 1269 |
|
|
2018
Q4 | $55K | Hold |
3,430
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q3 | $58K | Hold |
3,430
| – | – | ﹤0.01% | 1455 |
|
|
2018
Q2 | $55K | Buy |
3,430
+2,500
| +269% | +$40.1K | ﹤0.01% | 1440 |
|
|
2018
Q1 | $14K | Sell |
930
-5,350
| -85% | -$80.5K | ﹤0.01% | 1565 |
|
|
2017
Q4 | $113K | Buy |
6,280
+4,900
| +355% | +$88.2K | ﹤0.01% | 1358 |
|
|
2017
Q3 | $24K | Hold |
1,380
| – | – | ﹤0.01% | 1503 |
|
|
2017
Q2 | $28K | Buy |
1,380
+800
| +138% | +$16.2K | ﹤0.01% | 1446 |
|
|
2017
Q1 | $12K | Sell |
580
-1,520
| -72% | -$31.4K | ﹤0.01% | 1628 |
|
|
2016
Q4 | $40K | Buy |
2,100
+1,000
| +91% | +$19K | ﹤0.01% | 1463 |
|
|
2016
Q3 | $24K | Hold |
1,100
| – | – | ﹤0.01% | 1599 |
|
|
2016
Q2 | $23K | Sell |
1,100
-10,000
| -90% | -$209K | ﹤0.01% | 1579 |
|
|
2016
Q1 | $206K | Hold |
11,100
| – | – | ﹤0.01% | 1208 |
|
|
2015
Q4 | $187K | Buy |
+11,100
| New | +$187K | ﹤0.01% | 1197 |
|