Shelton Capital Management’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 |
-10,286
| Closed | -$137K | – | 766 |
|
|
2023
Q4 | $137K | Sell |
10,286
-1,195
| -10% | -$15.9K | ﹤0.01% | 707 |
|
|
2023
Q3 | $140K | Hold |
11,481
| – | – | 0.01% | 676 |
|
|
2023
Q2 | $161K | Hold |
11,481
| – | – | 0.01% | 701 |
|
|
2023
Q1 | $171K | Hold |
11,481
| – | – | 0.01% | 696 |
|
|
2022
Q4 | $166K | Hold |
11,481
| – | – | 0.02% | 651 |
|
|
2022
Q3 | $173K | Hold |
11,481
| – | – | 0.01% | 654 |
|
|
2022
Q2 | $200K | Hold |
11,481
| – | – | 0.01% | 678 |
|
|
2022
Q1 | $201K | Hold |
11,481
| – | – | 0.01% | 768 |
|
|
2021
Q4 | $216K | Hold |
11,481
| – | – | 0.01% | 752 |
|
|
2021
Q3 | $202K | Hold |
11,481
| – | – | 0.01% | 769 |
|
|
2021
Q2 | $212K | Hold |
11,481
| – | – | 0.01% | 770 |
|
|
2021
Q1 | $203K | Hold |
11,481
| – | – | 0.01% | 768 |
|
|
2020
Q4 | $204K | Hold |
11,481
| – | – | 0.01% | 675 |
|
|
2020
Q3 | $206K | Hold |
11,481
| – | – | 0.01% | 677 |
|
|
2020
Q2 | $201K | Buy |
+11,481
| New | +$201K | 0.01% | 591 |
|
|
2017
Q1 | – | Sell |
-12,000
| Closed | -$228K | – | 940 |
|
|
2016
Q4 | $228K | Buy |
+12,000
| New | +$228K | 0.02% | 761 |
|