B. Riley Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $326 | Buy |
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2022
Q1 | $210K | Sell |
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|
2021
Q4 | $236K | Sell |
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2021
Q3 | $222K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $189K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $164K | Hold |
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|
2018
Q3 | $172K | Buy |
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|
2016
Q1 | $1.81M | Sell |
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|
2015
Q4 | $1.73M | Sell |
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|
2015
Q3 | $1.73M | Buy |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $1.86M | Buy |
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|
2014
Q3 | $1.54M | Buy |
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|
2014
Q2 | $1.6M | Buy |
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|
2014
Q1 | $519K | Buy |
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