Valeo Financial Advisors’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 |
-18,500
| Closed | -$246K | – | 681 |
|
|
2023
Q4 | $246K | Hold |
18,500
| – | – | 0.01% | 552 |
|
|
2023
Q3 | $226K | Sell |
18,500
-183
| -1% | -$2.23K | 0.01% | 533 |
|
|
2023
Q2 | $261K | Buy |
18,683
+183
| +1% | +$2.56K | 0.01% | 464 |
|
|
2023
Q1 | $276K | Hold |
18,500
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $268K | Sell |
18,500
-60
| -0.3% | -$868 | 0.01% | 417 |
|
|
2022
Q3 | $279K | Sell |
18,560
-5,075
| -21% | -$76.3K | 0.02% | 363 |
|
|
2022
Q2 | $412K | Buy |
23,635
+75
| +0.3% | +$1.31K | 0.03% | 280 |
|
|
2022
Q1 | $413K | Hold |
23,560
| – | – | 0.02% | 351 |
|
|
2021
Q4 | $444K | Buy |
23,560
+60
| +0.3% | +$1.13K | 0.02% | 322 |
|
|
2021
Q3 | $414K | Hold |
23,500
| – | – | 0.02% | 328 |
|
|
2021
Q2 | $434K | Hold |
23,500
| – | – | 0.03% | 271 |
|
|
2021
Q1 | $415K | Hold |
23,500
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $418K | Hold |
23,500
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $421K | Hold |
23,500
| – | – | 0.04% | 205 |
|
|
2020
Q2 | $412K | Buy |
+23,500
| New | +$412K | 0.04% | 205 |
|