Steward Partners Investment Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,417
| Closed | -$25K | – | 3490 |
|
|
2022
Q1 | $25K | Sell |
1,417
-500
| -26% | -$8.82K | ﹤0.01% | 2274 |
|
|
2021
Q4 | $36K | Hold |
1,917
| – | – | ﹤0.01% | 2060 |
|
|
2021
Q3 | $34K | Sell |
1,917
-6,413
| -77% | -$114K | ﹤0.01% | 2074 |
|
|
2021
Q2 | $154K | Buy |
8,330
+1,450
| +21% | +$26.8K | ﹤0.01% | 1756 |
|
|
2021
Q1 | $122K | Hold |
6,880
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q4 | $122K | Hold |
6,880
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q3 | $123K | Hold |
6,880
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q2 | $121K | Hold |
6,880
| – | – | ﹤0.01% | 1070 |
|
|
2020
Q1 | $95K | Hold |
6,880
| – | – | ﹤0.01% | 1014 |
|
|
2019
Q4 | $130K | Hold |
6,880
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q3 | $122K | Buy |
6,880
+2,838
| +70% | +$50.3K | ﹤0.01% | 1016 |
|
|
2019
Q2 | $70K | Buy |
+4,042
| New | +$70K | ﹤0.01% | 1207 |
|