Beacon Financial Group’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 |
-41,313
| Closed | -$550K | – | 335 |
|
|
2023
Q4 | $550K | Sell |
41,313
-6,536
| -14% | -$87K | 0.07% | 200 |
|
|
2023
Q3 | $666K | Buy |
47,849
+274
| +0.6% | +$3.81K | 0.09% | 161 |
|
|
2023
Q2 | $667K | Buy |
47,575
+1,290
| +3% | +$18.1K | 0.09% | 156 |
|
|
2023
Q1 | $677K | Sell |
46,285
-10,661
| -19% | -$156K | 0.09% | 158 |
|
|
2022
Q4 | $674K | Buy |
56,946
+6,354
| +13% | +$75.2K | 0.09% | 162 |
|
|
2022
Q3 | $751K | Sell |
50,592
-3,111
| -6% | -$46.2K | 0.12% | 151 |
|
|
2022
Q2 | $935K | Sell |
53,703
-202
| -0.4% | -$3.52K | 0.14% | 145 |
|
|
2022
Q1 | $962K | Sell |
53,905
-1,906
| -3% | -$34K | 0.13% | 151 |
|
|
2021
Q4 | $1.04M | Sell |
55,811
-477
| -0.8% | -$8.9K | 0.14% | 142 |
|
|
2021
Q3 | $1.02M | Sell |
56,288
-396
| -0.7% | -$7.17K | 0.14% | 135 |
|
|
2021
Q2 | $1.07M | Buy |
56,684
+8,407
| +17% | +$159K | 0.15% | 131 |
|
|
2021
Q1 | $859K | Hold |
48,277
| – | – | 0.13% | 136 |
|
|
2020
Q4 | $859K | Buy |
+48,277
| New | +$859K | 0.13% | 137 |
|