BIA
DOC
Barry Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38,201
| Closed | -$508K | – | 124 |
|
|
2023
Q4 | $508K | Sell |
38,201
-11,896
| -24% | -$158K | 0.17% | 64 |
|
|
2023
Q3 | $611K | Sell |
50,097
-4,827
| -9% | -$58.8K | 0.22% | 61 |
|
|
2023
Q2 | $768K | Sell |
54,924
-14,723
| -21% | -$206K | 0.26% | 59 |
|
|
2023
Q1 | $1.04M | Sell |
69,647
-3,565
| -5% | -$53.2K | 0.34% | 45 |
|
|
2022
Q4 | $1.06M | Sell |
73,212
-528
| -0.7% | -$7.64K | 0.33% | 47 |
|
|
2022
Q3 | $1.11M | Sell |
73,740
-124
| -0.2% | -$1.87K | 0.38% | 43 |
|
|
2022
Q2 | $1.29M | Buy |
73,864
+376
| +0.5% | +$6.56K | 0.39% | 44 |
|
|
2022
Q1 | $1.31M | Buy |
73,488
+10,308
| +16% | +$183K | 0.35% | 46 |
|
|
2021
Q4 | $1.19M | Buy |
63,180
+8,897
| +16% | +$168K | 0.31% | 48 |
|
|
2021
Q3 | $956K | Buy |
54,283
+2,890
| +6% | +$50.9K | 0.26% | 52 |
|
|
2021
Q2 | $949K | Buy |
51,393
+6,080
| +13% | +$112K | 0.25% | 50 |
|
|
2021
Q1 | $801K | Buy |
45,313
+19,933
| +79% | +$352K | 0.22% | 55 |
|
|
2020
Q4 | $452K | Buy |
+25,380
| New | +$452K | 0.13% | 68 |
|