SWA
DOC
SFMG Wealth 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 |
-197,420
| Closed | -$2.63M | – | 297 |
|
|
2023
Q4 | $2.63M | Sell |
197,420
-98,003
| -33% | -$1.3M | 0.24% | 56 |
|
|
2023
Q3 | $3.6M | Buy |
295,423
+9,515
| +3% | +$116K | 0.37% | 36 |
|
|
2023
Q2 | $4M | Sell |
285,908
-3,636
| -1% | -$50.9K | 0.41% | 31 |
|
|
2023
Q1 | $4.32M | Buy |
289,544
+11,592
| +4% | +$173K | 0.47% | 31 |
|
|
2022
Q4 | $4.02M | Sell |
277,952
-17,142
| -6% | -$248K | 0.45% | 31 |
|
|
2022
Q3 | $4.06M | Buy |
295,094
+30,603
| +12% | +$421K | 0.47% | 28 |
|
|
2022
Q2 | $4.62M | Buy |
264,491
+39,558
| +18% | +$690K | 0.54% | 25 |
|
|
2022
Q1 | $3.95M | Buy |
224,933
+24,253
| +12% | +$425K | 0.39% | 39 |
|
|
2021
Q4 | $3.78M | Buy |
200,680
+5,100
| +3% | +$96K | 0.37% | 39 |
|
|
2021
Q3 | $3.45M | Buy |
195,580
+150
| +0.1% | +$2.64K | 0.38% | 37 |
|
|
2021
Q2 | $3.61M | Buy |
195,430
+3,400
| +2% | +$62.8K | 0.4% | 33 |
|
|
2021
Q1 | $3.39M | Sell |
192,030
-1,100
| -0.6% | -$19.4K | 0.39% | 33 |
|
|
2020
Q4 | $3.44M | Sell |
193,130
-200
| -0.1% | -$3.56K | 0.44% | 30 |
|
|
2020
Q3 | $3.46M | Buy |
193,330
+150
| +0.1% | +$2.69K | 0.48% | 26 |
|
|
2020
Q2 | $3.39M | Buy |
193,180
+62,450
| +48% | +$1.09M | 0.48% | 26 |
|
|
2020
Q1 | $1.82M | Sell |
130,730
-100,893
| -44% | -$1.41M | 0.27% | 30 |
|
|
2019
Q4 | $4.39M | Buy |
231,623
+10,216
| +5% | +$193K | 0.54% | 21 |
|
|
2019
Q3 | $3.93M | Buy |
221,407
+500
| +0.2% | +$8.88K | 0.53% | 19 |
|
|
2019
Q2 | $3.79M | Buy |
220,907
+51,957
| +31% | +$892K | 0.51% | 17 |
|
|
2019
Q1 | $3.18M | Buy |
168,950
+1,450
| +0.9% | +$27.3K | 0.46% | 21 |
|
|
2018
Q4 | $2.69M | Buy |
167,500
+9,150
| +6% | +$147K | 0.43% | 23 |
|
|
2018
Q3 | $2.59M | Buy |
158,350
+5,480
| +4% | +$89.5K | 0.4% | 22 |
|
|
2018
Q2 | $2.44M | Buy |
152,870
+47,050
| +44% | +$750K | 0.4% | 23 |
|
|
2018
Q1 | $1.65M | Buy |
105,820
+15,370
| +17% | +$239K | 0.28% | 29 |
|
|
2017
Q4 | $1.63M | Buy |
90,450
+1,060
| +1% | +$19.1K | 0.27% | 30 |
|
|
2017
Q3 | $1.59M | Buy |
89,390
+5,740
| +7% | +$102K | 0.31% | 30 |
|
|
2017
Q2 | $1.69M | Buy |
83,650
+6,320
| +8% | +$127K | 0.35% | 28 |
|
|
2017
Q1 | $1.54M | Buy |
77,330
+3,370
| +5% | +$67K | 0.31% | 29 |
|
|
2016
Q4 | $1.4M | Buy |
73,960
+7,730
| +12% | +$147K | 0.3% | 33 |
|
|
2016
Q3 | $1.43M | Sell |
66,230
-1,120
| -2% | -$24.1K | 0.31% | 38 |
|
|
2016
Q2 | $1.42M | Sell |
67,350
-550
| -0.8% | -$11.6K | 0.32% | 36 |
|
|
2016
Q1 | $1.26M | Buy |
67,900
+70
| +0.1% | +$1.3K | 0.28% | 40 |
|
|
2015
Q4 | $1.14M | Sell |
67,830
-320
| -0.5% | -$5.4K | 0.26% | 49 |
|
|
2015
Q3 | $1.03M | Buy |
+68,150
| New | +$1.03M | 0.25% | 49 |
|