WA
DOC
Waddell & Associates’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,475
| Closed | -$206K | – | 156 |
|
|
2023
Q4 | $206K | Sell |
15,475
-2,525
| -14% | -$33.6K | 0.03% | 145 |
|
|
2023
Q3 | $219K | Hold |
18,000
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $252K | Sell |
18,000
-5,665
| -24% | -$79.3K | 0.04% | 149 |
|
|
2023
Q1 | $353K | Buy |
+23,665
| New | +$353K | 0.06% | 101 |
|
|
2022
Q4 | – | Sell |
-23,615
| Closed | -$355K | – | 157 |
|
|
2022
Q3 | $355K | Sell |
23,615
-585
| -2% | -$8.79K | 0.07% | 87 |
|
|
2022
Q2 | $422K | Buy |
24,200
+3,870
| +19% | +$67.5K | 0.09% | 74 |
|
|
2022
Q1 | $357K | Hold |
20,330
| – | – | 0.06% | 89 |
|
|
2021
Q4 | $383K | Buy |
20,330
+4,750
| +30% | +$89.5K | 0.06% | 85 |
|
|
2021
Q3 | $275K | Hold |
15,580
| – | – | 0.05% | 89 |
|
|
2021
Q2 | $288 | Buy |
+15,580
| New | +$288 | 0.04% | 100 |
|