RCA
DOC
Rowland Carmichael Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $223K | Hold |
12,504
| – | – | 0.07% | 279 |
|
|
2020
Q3 | $224K | Sell |
12,504
-3,221
| -20% | -$57.7K | 0.09% | 252 |
|
|
2020
Q2 | $276K | Hold |
15,725
| – | – | 0.12% | 202 |
|
|
2020
Q1 | $219K | Hold |
15,725
| – | – | 0.11% | 221 |
|
|
2019
Q4 | $298K | Sell |
15,725
-2,205
| -12% | -$41.8K | 0.1% | 225 |
|
|
2019
Q3 | $318K | Hold |
17,930
| – | – | 0.11% | 207 |
|
|
2019
Q2 | $313K | Hold |
17,930
| – | – | 0.11% | 198 |
|
|
2019
Q1 | $337K | Buy |
+17,930
| New | +$337K | 0.12% | 179 |
|