UMB Bank’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 |
-3,000
| Closed | -$39.9K | – | 2211 |
|
|
2023
Q4 | $39.9K | Sell |
3,000
-500
| -14% | -$6.66K | ﹤0.01% | 880 |
|
|
2023
Q3 | $42.7K | Hold |
3,500
| – | – | ﹤0.01% | 870 |
|
|
2023
Q2 | $49K | Buy |
3,500
+400
| +13% | +$5.6K | ﹤0.01% | 852 |
|
|
2023
Q1 | $46.3K | Buy |
3,100
+300
| +11% | +$4.48K | ﹤0.01% | 852 |
|
|
2022
Q4 | $41K | Hold |
2,800
| – | – | ﹤0.01% | 905 |
|
|
2022
Q3 | $42K | Buy |
2,800
+400
| +17% | +$6K | ﹤0.01% | 917 |
|
|
2022
Q2 | $42K | Hold |
2,400
| – | – | ﹤0.01% | 965 |
|
|
2022
Q1 | $42K | Sell |
2,400
-109
| -4% | -$1.91K | ﹤0.01% | 1018 |
|
|
2021
Q4 | $48K | Buy |
+2,509
| New | +$48K | ﹤0.01% | 1012 |
|