BRWM
DOC
B. Riley Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $326 | Buy |
18,687
+6,720
| +56% | +$117 | ﹤0.01% | 517 |
|
|
2022
Q1 | $210K | Sell |
11,967
-548
| -4% | -$9.62K | 0.02% | 549 |
|
|
2021
Q4 | $236K | Sell |
12,515
-72
| -0.6% | -$1.36K | 0.02% | 533 |
|
|
2021
Q3 | $222K | Sell |
12,587
-1,824
| -13% | -$32.2K | 0.02% | 537 |
|
|
2021
Q2 | $266K | Buy |
14,411
+2,003
| +16% | +$37K | 0.03% | 331 |
|
|
2021
Q1 | $219K | Sell |
12,408
-98
| -0.8% | -$1.73K | 0.03% | 349 |
|
|
2020
Q4 | $223K | Sell |
12,506
-5,251
| -30% | -$93.6K | 0.03% | 322 |
|
|
2020
Q3 | $318K | Buy |
+17,757
| New | +$318K | 0.04% | 292 |
|
|
2020
Q2 | – | Sell |
-13,523
| Closed | -$189K | – | 589 |
|
|
2020
Q1 | $189K | Buy |
+13,523
| New | +$189K | 0.02% | 439 |
|
|
2019
Q1 | – | Sell |
-10,200
| Closed | -$164K | – | 442 |
|
|
2018
Q4 | $164K | Hold |
10,200
| – | – | 0.03% | 312 |
|
|
2018
Q3 | $172K | Buy |
+10,200
| New | +$172K | 0.04% | 291 |
|
|
2016
Q1 | $1.81M | Sell |
97,402
-5,156
| -5% | -$95.8K | 2.7% | 3 |
|
|
2015
Q4 | $1.73M | Sell |
102,558
-11,905
| -10% | -$201K | 2.21% | 6 |
|
|
2015
Q3 | $1.73M | Buy |
114,463
+697
| +0.6% | +$10.5K | 2.45% | 6 |
|
|
2015
Q2 | $1.75M | Buy |
113,766
+160
| +0.1% | +$2.46K | 1.39% | 5 |
|
|
2015
Q1 | $2M | Buy |
113,606
+1,215
| +1% | +$21.4K | 1.5% | 3 |
|
|
2014
Q4 | $1.87M | Buy |
112,391
+192
| +0.2% | +$3.19K | 1.53% | 5 |
|
|
2014
Q3 | $1.54M | Buy |
112,199
+912
| +0.8% | +$12.5K | 1.14% | 8 |
|
|
2014
Q2 | $1.6M | Buy |
111,287
+74,038
| +199% | +$1.07M | 1.04% | 12 |
|
|
2014
Q1 | $519K | Buy |
+37,249
| New | +$519K | 0.38% | 51 |
|