SIMG
DOC
Sonora Investment Management Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,815
| Closed | -$250K | – | 299 |
|
|
2023
Q4 | $250K | Sell |
18,815
-1,465
| -7% | -$19.5K | 0.02% | 229 |
|
|
2023
Q3 | $247K | Sell |
20,280
-1,000
| -5% | -$12.2K | 0.02% | 214 |
|
|
2023
Q2 | $298K | Sell |
21,280
-1,400
| -6% | -$19.6K | 0.02% | 209 |
|
|
2023
Q1 | $339K | Buy |
22,680
+1,291
| +6% | +$19.3K | 0.03% | 196 |
|
|
2022
Q4 | $309K | Buy |
21,389
+9
| +0% | +$130 | 0.03% | 204 |
|
|
2022
Q3 | $373K | Hold |
21,380
| – | – | 0.05% | 137 |
|
|
2022
Q2 | $373K | Hold |
21,380
| – | – | 0.04% | 170 |
|
|
2022
Q1 | $375K | Buy |
21,380
+1,800
| +9% | +$31.6K | 0.04% | 152 |
|
|
2021
Q4 | $369K | Buy |
+19,580
| New | +$369K | 0.04% | 156 |
|