DOC
Northwestern Mutual Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,110
| Closed | -$14.8K | – | 3894 |
|
|
2023
Q4 | $14.8K | Buy |
1,110
+300
| +37% | +$3.99K | ﹤0.01% | 2502 |
|
|
2023
Q3 | $9.87K | Sell |
810
-44
| -5% | -$536 | ﹤0.01% | 2540 |
|
|
2023
Q2 | $11.9K | Buy |
854
+44
| +5% | +$616 | ﹤0.01% | 2509 |
|
|
2023
Q1 | $12.1K | Sell |
810
-110
| -12% | -$1.64K | ﹤0.01% | 2440 |
|
|
2022
Q4 | $13.3K | Buy |
920
+110
| +14% | +$1.59K | ﹤0.01% | 2389 |
|
|
2022
Q3 | $12K | Hold |
810
| – | – | ﹤0.01% | 2417 |
|
|
2022
Q2 | $14K | Sell |
810
-4,000
| -83% | -$69.1K | ﹤0.01% | 2400 |
|
|
2022
Q1 | $84K | Buy |
4,810
+4,000
| +494% | +$69.9K | ﹤0.01% | 1783 |
|
|
2021
Q4 | $15K | Hold |
810
| – | – | ﹤0.01% | 2451 |
|
|
2021
Q3 | $14K | Sell |
810
-451
| -36% | -$7.8K | ﹤0.01% | 2361 |
|
|
2021
Q2 | $23K | Buy |
1,261
+451
| +56% | +$8.23K | ﹤0.01% | 2148 |
|
|
2021
Q1 | $14K | Hold |
810
| – | – | ﹤0.01% | 2199 |
|
|
2020
Q4 | $14K | Sell |
810
-21
| -3% | -$363 | ﹤0.01% | 2095 |
|
|
2020
Q3 | $15K | Buy |
831
+21
| +3% | +$379 | ﹤0.01% | 1894 |
|
|
2020
Q2 | $14K | Sell |
810
-57
| -7% | -$985 | ﹤0.01% | 1822 |
|
|
2020
Q1 | $12K | Buy |
867
+57
| +7% | +$789 | ﹤0.01% | 1868 |
|
|
2019
Q4 | $15K | Sell |
810
-45
| -5% | -$833 | ﹤0.01% | 1839 |
|
|
2019
Q3 | $15K | Sell |
855
-480
| -36% | -$8.42K | ﹤0.01% | 1822 |
|
|
2019
Q2 | $23K | Sell |
1,335
-739
| -36% | -$12.7K | ﹤0.01% | 1684 |
|
|
2019
Q1 | $39K | Buy |
2,074
+250
| +14% | +$4.7K | ﹤0.01% | 1470 |
|
|
2018
Q4 | $29K | Sell |
1,824
-507
| -22% | -$8.06K | ﹤0.01% | 1466 |
|
|
2018
Q3 | $39K | Buy |
2,331
+1,521
| +188% | +$25.4K | ﹤0.01% | 1420 |
|
|
2018
Q2 | $13K | Buy |
+810
| New | +$13K | ﹤0.01% | 1769 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$1K | – | 2708 |
|
|
2016
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 2336 |
|
|
2016
Q3 | – | Sell |
-70
| Closed | -$1K | – | 2078 |
|
|
2016
Q2 | $1K | Sell |
70
-1,008
| -94% | -$14.4K | ﹤0.01% | 2037 |
|
|
2016
Q1 | $20K | Buy |
+1,078
| New | +$20K | ﹤0.01% | 1204 |
|
|
2015
Q1 | – | Sell |
-565
| Closed | -$9K | – | 2050 |
|
|
2014
Q4 | $9K | Buy |
+565
| New | +$9K | ﹤0.01% | 1129 |
|