Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $935K | Sell |
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|
2022
Q1 | $962K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $859K | Hold |
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|
2020
Q4 | $859K | Buy |
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