Pathstone Family Office’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $369K | Sell |
30,303
-8,538
| -22% | -$104K | ﹤0.01% | 1191 |
|
|
2023
Q2 | $543K | Buy |
38,841
+2,916
| +8% | +$40.8K | 0.01% | 718 |
|
|
2023
Q1 | $537K | Sell |
35,925
-37,599
| -51% | -$562K | 0.01% | 661 |
|
|
2022
Q4 | $1.05M | Sell |
73,524
-170
| -0.2% | -$2.43K | 0.01% | 775 |
|
|
2022
Q3 | $1.11M | Buy |
73,694
+36,906
| +100% | +$555K | 0.01% | 677 |
|
|
2022
Q2 | $642K | Buy |
36,788
+842
| +2% | +$14.7K | 0.01% | 481 |
|
|
2022
Q1 | $639K | Buy |
35,946
+8,080
| +29% | +$144K | 0.01% | 459 |
|
|
2021
Q4 | $525K | Buy |
27,866
+3,010
| +12% | +$56.7K | 0.01% | 542 |
|
|
2021
Q3 | $438K | Buy |
24,856
+2,499
| +11% | +$44K | 0.01% | 559 |
|
|
2021
Q2 | $413K | Buy |
+22,357
| New | +$413K | 0.01% | 541 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | – | – | 1481 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q3 | $0 | Sell |
11
-11
| -50% | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1061 |
|