B. Riley Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,439
| Closed | -$213K | – | 1648 |
|
|
2024
Q1 | $213K | Sell |
17,439
-6,354
| -27% | -$77.5K | 0.01% | 1240 |
|
|
2023
Q4 | $317K | Buy |
23,793
+6,354
| +36% | +$84.6K | 0.01% | 1025 |
|
|
2023
Q3 | $213K | Sell |
17,439
-396
| -2% | -$4.83K | 0.01% | 1240 |
|
|
2023
Q2 | $250K | Sell |
17,835
-258
| -1% | -$3.61K | 0.01% | 1223 |
|
|
2023
Q1 | $270K | Sell |
18,093
-2,027
| -10% | -$30.3K | 0.01% | 1126 |
|
|
2022
Q4 | $291K | Sell |
20,120
-656
| -3% | -$9.49K | 0.01% | 1060 |
|
|
2022
Q3 | $313K | Buy |
20,776
+8,216
| +65% | +$124K | 0.01% | 981 |
|
|
2022
Q2 | $220K | Buy |
12,560
+1,037
| +9% | +$18.2K | 0.01% | 1012 |
|
|
2022
Q1 | $203K | Sell |
11,523
-29
| -0.3% | -$511 | 0.01% | 1211 |
|
|
2021
Q4 | $218K | Buy |
11,552
+52
| +0.5% | +$981 | 0.01% | 1236 |
|
|
2021
Q3 | $203K | Buy |
11,500
+1
| +0% | +$18 | 0.01% | 1245 |
|
|
2021
Q2 | $213K | Sell |
11,499
-3,136
| -21% | -$58.1K | 0.01% | 1192 |
|
|
2021
Q1 | $259K | Buy |
14,635
+2,775
| +23% | +$49.1K | 0.01% | 1073 |
|
|
2020
Q4 | $212K | Sell |
11,860
-973
| -8% | -$17.4K | 0.01% | 904 |
|
|
2020
Q3 | $230K | Buy |
+12,833
| New | +$230K | 0.01% | 801 |
|
|
2019
Q2 | – | Sell |
-11,701
| Closed | -$221K | – | 856 |
|
|
2019
Q1 | $221K | Sell |
11,701
-1,671
| -12% | -$31.6K | 0.03% | 615 |
|
|
2018
Q4 | $215K | Sell |
13,372
-491
| -4% | -$7.89K | 0.03% | 566 |
|
|
2018
Q3 | $234K | Sell |
13,863
-128
| -0.9% | -$2.16K | 0.03% | 589 |
|
|
2018
Q2 | $224K | Buy |
13,991
+1,552
| +12% | +$24.8K | 0.03% | 575 |
|
|
2018
Q1 | $194K | Buy |
+12,439
| New | +$194K | 0.03% | 592 |
|