Sound Income Strategies’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,431
| Closed | -$19K | – | 1474 |
|
|
2023
Q4 | $19K | Hold |
1,431
| – | – | ﹤0.01% | 598 |
|
|
2023
Q3 | $17.4K | Hold |
1,431
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $20K | Hold |
1,431
| – | – | ﹤0.01% | 433 |
|
|
2023
Q1 | $21.4K | Hold |
1,431
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $20.7K | Sell |
1,431
-109
| -7% | -$1.58K | ﹤0.01% | 387 |
|
|
2022
Q3 | $23K | Buy |
1,540
+420
| +38% | +$6.27K | ﹤0.01% | 342 |
|
|
2022
Q2 | $20K | Buy |
1,120
+68
| +6% | +$1.21K | ﹤0.01% | 352 |
|
|
2022
Q1 | $18K | Buy |
1,052
+63
| +6% | +$1.08K | ﹤0.01% | 377 |
|
|
2021
Q4 | $19K | Buy |
989
+137
| +16% | +$2.63K | ﹤0.01% | 380 |
|
|
2021
Q3 | $15K | Hold |
852
| – | – | ﹤0.01% | 395 |
|
|
2021
Q2 | $16K | Sell |
852
-621
| -42% | -$11.7K | ﹤0.01% | 395 |
|
|
2021
Q1 | $26K | Hold |
1,473
| – | – | ﹤0.01% | 318 |
|
|
2020
Q4 | $26K | Buy |
1,473
+621
| +73% | +$11K | 0.01% | 285 |
|
|
2020
Q3 | $15K | Hold |
852
| – | – | ﹤0.01% | 341 |
|
|
2020
Q2 | $15K | Buy |
+852
| New | +$15K | ﹤0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$8K | – | 873 |
|
|
2018
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 400 |
|
|
2018
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 368 |
|