WealthTrust Axiom’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 |
-14,650
| Closed | -$195K | – | 270 |
|
|
2023
Q4 | $195K | Sell |
14,650
-1,500
| -9% | -$20K | 0.07% | 222 |
|
|
2023
Q3 | $197K | Hold |
16,150
| – | – | 0.07% | 210 |
|
|
2023
Q2 | $226K | Hold |
16,150
| – | – | 0.07% | 210 |
|
|
2023
Q1 | $241K | Buy |
16,150
+500
| +3% | +$7.47K | 0.08% | 200 |
|
|
2022
Q4 | $226K | Buy |
15,650
+150
| +1% | +$2.17K | 0.08% | 193 |
|
|
2022
Q3 | $233K | Buy |
15,500
+500
| +3% | +$7.52K | 0.09% | 190 |
|
|
2022
Q2 | $261K | Hold |
15,000
| – | – | 0.09% | 181 |
|
|
2022
Q1 | $263K | Hold |
15,000
| – | – | 0.08% | 193 |
|
|
2021
Q4 | $282K | Buy |
+15,000
| New | +$282K | 0.09% | 186 |
|