OIA
DOC
Optimum 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 |
-8,575
| Closed | -$114K | – | 670 |
|
|
2023
Q4 | $114K | Hold |
8,575
| – | – | 0.06% | 245 |
|
|
2023
Q3 | $105K | Hold |
8,575
| – | – | 0.05% | 258 |
|
|
2023
Q2 | $120K | Hold |
8,575
| – | – | 0.06% | 246 |
|
|
2023
Q1 | $128K | Hold |
8,575
| – | – | 0.07% | 230 |
|
|
2022
Q4 | $124K | Sell |
8,575
-800
| -9% | -$11.6K | 0.07% | 235 |
|
|
2022
Q3 | $141K | Hold |
9,375
| – | – | 0.08% | 223 |
|
|
2022
Q2 | $164K | Hold |
9,375
| – | – | 0.08% | 210 |
|
|
2022
Q1 | $164K | Buy |
9,375
+800
| +9% | +$14K | 0.07% | 239 |
|
|
2021
Q4 | $161K | Buy |
8,575
+5,000
| +140% | +$93.9K | 0.06% | 265 |
|
|
2021
Q3 | $63K | Hold |
3,575
| – | – | 0.03% | 415 |
|
|
2021
Q2 | $66K | Hold |
3,575
| – | – | 0.02% | 450 |
|
|
2021
Q1 | $63K | Sell |
3,575
-1,400
| -28% | -$24.7K | 0.02% | 450 |
|
|
2020
Q4 | $89K | Buy |
4,975
+2,000
| +67% | +$35.8K | 0.03% | 370 |
|
|
2020
Q3 | $53K | Hold |
2,975
| – | – | 0.02% | 435 |
|
|
2020
Q2 | $52K | Hold |
2,975
| – | – | 0.02% | 438 |
|
|
2020
Q1 | $41K | Sell |
2,975
-1,400
| -32% | -$19.3K | 0.02% | 463 |
|
|
2019
Q4 | $83K | Buy |
4,375
+575
| +15% | +$10.9K | 0.02% | 424 |
|
|
2019
Q3 | $67K | Hold |
3,800
| – | – | 0.02% | 457 |
|
|
2019
Q2 | $66K | Buy |
3,800
+2,800
| +280% | +$48.6K | 0.02% | 455 |
|
|
2019
Q1 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 706 |
|
|
2017
Q3 | – | Sell |
-15,191
| Closed | -$306K | – | 318 |
|
|
2017
Q2 | $306K | Buy |
15,191
+68
| +0.4% | +$1.37K | 0.11% | 213 |
|
|
2017
Q1 | $300K | Buy |
15,123
+461
| +3% | +$9.15K | 0.11% | 219 |
|
|
2016
Q4 | $278K | Buy |
14,662
+56
| +0.4% | +$1.06K | 0.1% | 225 |
|
|
2016
Q3 | $315K | Buy |
14,606
+2,438
| +20% | +$52.6K | 0.12% | 210 |
|
|
2016
Q2 | $256K | Buy |
+12,168
| New | +$256K | 0.1% | 224 |
|