Telemus Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-55,690
| Closed | -$1.02M | – | 404 |
|
|
2021
Q1 | $1.02M | Buy |
55,690
+335
| +0.6% | +$6.14K | 0.07% | 186 |
|
|
2020
Q4 | $985K | Buy |
+55,355
| New | +$985K | 0.07% | 175 |
|
|
2020
Q1 | – | Sell |
-10,280
| Closed | -$195K | – | 447 |
|
|
2019
Q4 | $195K | Sell |
10,280
-7,015
| -41% | -$133K | 0.02% | 367 |
|
|
2019
Q3 | $307K | Buy |
17,295
+295
| +2% | +$5.24K | 0.02% | 303 |
|
|
2019
Q2 | $287K | Sell |
17,000
-295
| -2% | -$4.98K | 0.03% | 299 |
|
|
2019
Q1 | $325K | Hold |
17,295
| – | – | 0.02% | 322 |
|
|
2018
Q4 | $277K | Sell |
17,295
-30
| -0.2% | -$480 | 0.02% | 338 |
|
|
2018
Q3 | $292K | Hold |
17,325
| – | – | 0.02% | 369 |
|
|
2018
Q2 | $276K | Buy |
17,325
+325
| +2% | +$5.18K | 0.02% | 374 |
|
|
2018
Q1 | $265K | Sell |
17,000
-13,000
| -43% | -$203K | 0.02% | 368 |
|
|
2017
Q4 | $540K | Hold |
30,000
| – | – | 0.04% | 280 |
|
|
2017
Q3 | $532K | Hold |
30,000
| – | – | 0.06% | 196 |
|
|
2017
Q2 | $604K | Hold |
30,000
| – | – | 0.06% | 202 |
|
|
2017
Q1 | $596K | Hold |
30,000
| – | – | 0.06% | 198 |
|
|
2016
Q4 | $569K | Sell |
30,000
-7,000
| -19% | -$133K | 0.08% | 186 |
|
|
2016
Q3 | $797K | Hold |
37,000
| – | – | 0.09% | 166 |
|
|
2016
Q2 | $777K | Buy |
37,000
+10,000
| +37% | +$210K | 0.1% | 167 |
|
|
2016
Q1 | $502K | Buy |
+27,000
| New | +$502K | 0.08% | 182 |
|