Sheaff Brock Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72,353
| Closed | -$882K | – | 500 |
|
|
2023
Q3 | $882K | Buy |
72,353
+15
| +0% | +$183 | 0.08% | 174 |
|
|
2023
Q2 | $1.01M | Buy |
72,338
+413
| +0.6% | +$5.78K | 0.09% | 166 |
|
|
2023
Q1 | $1.07M | Buy |
71,925
+498
| +0.7% | +$7.44K | 0.1% | 160 |
|
|
2022
Q4 | $1.03M | Buy |
71,427
+1,597
| +2% | +$23.1K | 0.1% | 164 |
|
|
2022
Q3 | $1.05M | Buy |
69,830
+1,584
| +2% | +$23.8K | 0.11% | 144 |
|
|
2022
Q2 | $1.19M | Buy |
68,246
+2,478
| +4% | +$43.2K | 0.1% | 127 |
|
|
2022
Q1 | $1.15M | Buy |
65,768
+5,000
| +8% | +$87.7K | 0.08% | 158 |
|
|
2021
Q4 | $1.15M | Buy |
60,768
+8,003
| +15% | +$151K | 0.08% | 167 |
|
|
2021
Q3 | $930K | Buy |
52,765
+1,676
| +3% | +$29.5K | 0.07% | 179 |
|
|
2021
Q2 | $944K | Buy |
51,089
+4,560
| +10% | +$84.3K | 0.07% | 182 |
|
|
2021
Q1 | $822K | Buy |
46,529
+4,912
| +12% | +$86.8K | 0.06% | 181 |
|
|
2020
Q4 | $741K | Sell |
41,617
-333
| -0.8% | -$5.93K | 0.06% | 180 |
|
|
2020
Q3 | $751K | Buy |
41,950
+360
| +0.9% | +$6.45K | 0.07% | 166 |
|
|
2020
Q2 | $729K | Buy |
41,590
+4,525
| +12% | +$79.3K | 0.07% | 171 |
|
|
2020
Q1 | $517K | Buy |
37,065
+2,703
| +8% | +$37.7K | 0.07% | 180 |
|
|
2019
Q4 | $651K | Buy |
34,362
+6,630
| +24% | +$126K | 0.06% | 205 |
|
|
2019
Q3 | $492K | Buy |
27,732
+4,527
| +20% | +$80.3K | 0.05% | 239 |
|
|
2019
Q2 | $405K | Buy |
23,205
+1,717
| +8% | +$30K | 0.04% | 279 |
|
|
2019
Q1 | $404K | Buy |
21,488
+1,777
| +9% | +$33.4K | 0.05% | 298 |
|
|
2018
Q4 | $316K | Buy |
+19,711
| New | +$316K | 0.05% | 312 |
|