SeaCrest Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,193
| Closed | -$126K | – | 1641 |
|
2022
Q2 | $126K | Buy |
+7,193
| New | +$126K | 0.02% | 770 |
|
2019
Q2 | – | Sell |
-7,248
| Closed | -$136K | – | 2217 |
|
2019
Q1 | $136K | Sell |
7,248
-229
| -3% | -$4.3K | 0.02% | 589 |
|
2018
Q4 | $120K | Sell |
7,477
-1,545
| -17% | -$24.8K | 0.02% | 593 |
|
2018
Q3 | $152K | Sell |
9,022
-607
| -6% | -$10.2K | 0.03% | 605 |
|
2018
Q2 | $153K | Sell |
9,629
-20,664
| -68% | -$328K | 0.03% | 590 |
|
2018
Q1 | $472K | Sell |
30,293
-690
| -2% | -$10.8K | 0.09% | 255 |
|
2017
Q4 | $557K | Buy |
+30,983
| New | +$557K | 0.1% | 213 |
|