Spirit of America Management Corp’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 |
-11,350
| Closed | -$151K | – | 288 |
|
|
2023
Q4 | $151K | Hold |
11,350
| – | – | 0.03% | 225 |
|
|
2023
Q3 | $138K | Sell |
11,350
-3,000
| -21% | -$36.6K | 0.03% | 203 |
|
|
2023
Q2 | $201K | Sell |
14,350
-4,000
| -22% | -$56K | 0.05% | 192 |
|
|
2023
Q1 | $274K | Hold |
18,350
| – | – | 0.06% | 169 |
|
|
2022
Q4 | $266K | Hold |
18,350
| – | – | 0.06% | 174 |
|
|
2022
Q3 | $276K | Buy |
18,350
+500
| +3% | +$7.52K | 0.07% | 178 |
|
|
2022
Q2 | $312K | Hold |
17,850
| – | – | 0.07% | 173 |
|
|
2022
Q1 | $313K | Hold |
17,850
| – | – | 0.06% | 182 |
|
|
2021
Q4 | $336K | Hold |
17,850
| – | – | 0.07% | 177 |
|
|
2021
Q3 | $314K | Buy |
17,850
+10,000
| +127% | +$176K | 0.07% | 184 |
|
|
2021
Q2 | $145K | Buy |
7,850
+850
| +12% | +$15.7K | 0.03% | 212 |
|
|
2021
Q1 | $123K | Buy |
7,000
+2,500
| +56% | +$43.9K | 0.03% | 206 |
|
|
2020
Q4 | $81K | Buy |
4,500
+3,000
| +200% | +$54K | 0.02% | 209 |
|
|
2020
Q3 | $27K | Buy |
+1,500
| New | +$27K | 0.01% | 221 |
|