Shufro Rose & Co’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 |
-60,700
| Closed | -$740K | – | 339 |
|
|
2023
Q4 | $740K | Hold |
60,700
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $740K | Hold |
60,700
| – | – | 0.07% | 125 |
|
|
2023
Q2 | $849K | Sell |
60,700
-2,250
| -4% | -$31.5K | 0.08% | 121 |
|
|
2023
Q1 | $940K | Buy |
62,950
+750
| +1% | +$11.2K | 0.09% | 119 |
|
|
2022
Q4 | $900K | Sell |
62,200
-7,600
| -11% | -$110K | 0.08% | 123 |
|
|
2022
Q3 | $1.05M | Hold |
69,800
| – | – | 0.1% | 106 |
|
|
2022
Q2 | $1.22M | Hold |
69,800
| – | – | 0.11% | 99 |
|
|
2022
Q1 | $1.22M | Buy |
69,800
+17,100
| +32% | +$300K | 0.09% | 108 |
|
|
2021
Q4 | $992K | Buy |
+52,700
| New | +$992K | 0.07% | 125 |
|