SIM
DOC
Sonora Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $349K | Buy |
19,830
+1,579
| +9% | +$27.8K | 0.04% | 154 |
|
|
2021
Q2 | $337K | Hold |
18,251
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $322K | Sell |
18,251
-655
| -3% | -$11.6K | 0.03% | 247 |
|
|
2020
Q4 | $337K | Sell |
18,906
-1,350
| -7% | -$24.1K | 0.03% | 249 |
|
|
2020
Q3 | $363K | Buy |
20,256
+285
| +1% | +$5.11K | 0.03% | 216 |
|
|
2020
Q2 | $350K | Sell |
19,971
-3,475
| -15% | -$60.9K | 0.04% | 204 |
|
|
2020
Q1 | $327K | Buy |
23,446
+150
| +0.6% | +$2.09K | 0.04% | 194 |
|
|
2019
Q4 | $441K | Buy |
23,296
+400
| +2% | +$7.57K | 0.04% | 195 |
|
|
2019
Q3 | $406K | Buy |
22,896
+755
| +3% | +$13.4K | 0.04% | 197 |
|
|
2019
Q2 | $386K | Buy |
22,141
+5,405
| +32% | +$94.2K | 0.04% | 200 |
|
|
2019
Q1 | $315K | Buy |
16,736
+6,300
| +60% | +$119K | 0.04% | 200 |
|
|
2018
Q4 | $167K | Hold |
10,436
| – | – | 0.02% | 232 |
|
|
2018
Q3 | $176K | Hold |
10,436
| – | – | 0.02% | 218 |
|
|
2018
Q2 | $166K | Buy |
10,436
+1,200
| +13% | +$19.1K | 0.03% | 219 |
|
|
2018
Q1 | $144K | Buy |
9,236
+700
| +8% | +$10.9K | 0.02% | 229 |
|
|
2017
Q4 | $154K | Buy |
8,536
+6,436
| +306% | +$116K | 0.02% | 218 |
|
|
2017
Q3 | $37.2K | Buy |
2,100
+100
| +5% | +$1.77K | 0.01% | 392 |
|
|
2017
Q2 | $40.3K | Buy |
2,000
+1,000
| +100% | +$20.1K | 0.01% | 370 |
|
|
2017
Q1 | $19.9K | Hold |
1,000
| – | – | ﹤0.01% | 521 |
|
|
2016
Q4 | $19K | Sell |
1,000
-2,500
| -71% | -$47.4K | ﹤0.01% | 474 |
|
|
2016
Q3 | $75.4K | Hold |
3,500
| – | – | 0.02% | 246 |
|
|
2016
Q2 | $73.5K | Hold |
3,500
| – | – | 0.02% | 221 |
|
|
2016
Q1 | $63.9K | Hold |
3,500
| – | – | 0.02% | 247 |
|
|
2015
Q4 | $59K | Hold |
3,500
| – | – | 0.02% | 213 |
|
|
2015
Q3 | $49K | Buy |
+3,500
| New | +$49K | 0.01% | 215 |
|