Wealthspire Advisors (Maryland)’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,646
| Closed | -$31K | – | 2591 |
|
|
2019
Q1 | $31K | Buy |
1,646
+493
| +43% | +$9.29K | ﹤0.01% | 1104 |
|
|
2018
Q4 | $18K | Buy |
1,153
+1,000
| +654% | +$15.6K | ﹤0.01% | 1257 |
|
|
2018
Q3 | $3K | Hold |
153
| – | – | ﹤0.01% | 2113 |
|
|
2018
Q2 | $2K | Sell |
153
-500
| -77% | -$6.54K | ﹤0.01% | 2267 |
|
|
2018
Q1 | $10K | Hold |
653
| – | – | ﹤0.01% | 1598 |
|
|
2017
Q4 | $12K | Buy |
653
+5
| +0.8% | +$92 | ﹤0.01% | 1534 |
|
|
2017
Q3 | $11K | Buy |
648
+200
| +45% | +$3.4K | ﹤0.01% | 1562 |
|
|
2017
Q2 | $9K | Buy |
448
+95
| +27% | +$1.91K | ﹤0.01% | 1598 |
|
|
2017
Q1 | $7K | Hold |
353
| – | – | ﹤0.01% | 1473 |
|
|
2016
Q4 | $7K | Sell |
353
-53
| -13% | -$1.05K | ﹤0.01% | 1338 |
|
|
2016
Q3 | $9K | Buy |
406
+53
| +15% | +$1.18K | ﹤0.01% | 1286 |
|
|
2016
Q2 | $7K | Hold |
353
| – | – | ﹤0.01% | 1291 |
|
|
2016
Q1 | $7K | Hold |
353
| – | – | ﹤0.01% | 1282 |
|
|
2015
Q4 | $6K | Buy |
+353
| New | +$6K | ﹤0.01% | 1334 |
|