Samalin Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,408
| Closed | -$445K | – | 292 |
|
|
2023
Q4 | $445K | Buy |
33,408
+6,076
| +22% | +$80.9K | 0.22% | 147 |
|
|
2023
Q3 | $333K | Buy |
27,332
+2,376
| +10% | +$29K | 0.19% | 160 |
|
|
2023
Q2 | $349K | Sell |
24,956
-180
| -0.7% | -$2.52K | 0.19% | 150 |
|
|
2023
Q1 | $375K | Buy |
25,136
+10,555
| +72% | +$158K | 0.23% | 131 |
|
|
2022
Q4 | $211K | Buy |
14,581
+3,047
| +26% | +$44.1K | 0.13% | 216 |
|
|
2022
Q3 | $173K | Buy |
11,534
+363
| +3% | +$5.45K | 0.13% | 200 |
|
|
2022
Q2 | $195K | Buy |
11,171
+110
| +1% | +$1.92K | 0.14% | 198 |
|
|
2022
Q1 | $194K | Buy |
11,061
+792
| +8% | +$13.9K | 0.12% | 223 |
|
|
2021
Q4 | $193K | Buy |
+10,269
| New | +$193K | 0.12% | 227 |
|