CYG
DOC
Clean Yield Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-433,577
| Closed | -$5.77M | – | 400 |
|
|
2023
Q4 | $5.77M | Sell |
433,577
-46,254
| -10% | -$616K | 2.43% | 10 |
|
|
2023
Q3 | $5.67M | Sell |
479,831
-412
| -0.1% | -$4.87K | 2.51% | 8 |
|
|
2023
Q2 | $6.72M | Buy |
480,243
+20,673
| +4% | +$289K | 2.77% | 6 |
|
|
2023
Q1 | $6.86M | Buy |
459,570
+10,168
| +2% | +$152K | 2.92% | 5 |
|
|
2022
Q4 | $6.5M | Buy |
449,402
+43,585
| +11% | +$631K | 2.79% | 5 |
|
|
2022
Q3 | $6.1M | Buy |
405,817
+6,588
| +2% | +$99.1K | 2.83% | 5 |
|
|
2022
Q2 | $6.97M | Sell |
399,229
-6,718
| -2% | -$117K | 2.88% | 5 |
|
|
2022
Q1 | $7.12M | Buy |
405,947
+57,280
| +16% | +$1M | 2.51% | 8 |
|
|
2021
Q4 | $6.57M | Buy |
348,667
+13,052
| +4% | +$246K | 2.1% | 9 |
|
|
2021
Q3 | $5.91M | Buy |
335,615
+20,667
| +7% | +$364K | 1.94% | 12 |
|
|
2021
Q2 | $5.82M | Buy |
314,948
+16,547
| +6% | +$306K | 1.98% | 12 |
|
|
2021
Q1 | $5.27M | Buy |
298,401
+27,305
| +10% | +$483K | 1.98% | 14 |
|
|
2020
Q4 | $4.83M | Buy |
271,096
+41,830
| +18% | +$745K | 1.73% | 12 |
|
|
2020
Q3 | $4.11M | Buy |
229,266
+7,680
| +3% | +$138K | 1.66% | 13 |
|
|
2020
Q2 | $3.88M | Sell |
221,586
-39,566
| -15% | -$693K | 1.68% | 14 |
|
|
2020
Q1 | $3.64M | Sell |
261,152
-31,030
| -11% | -$433K | 1.73% | 14 |
|
|
2019
Q4 | $5.53M | Sell |
292,182
-12,518
| -4% | -$237K | 1.73% | 13 |
|
|
2019
Q3 | $5.41M | Buy |
304,700
+625
| +0.2% | +$11.1K | 1.78% | 10 |
|
|
2019
Q2 | $5.3M | Buy |
304,075
+1,505
| +0.5% | +$26.2K | 1.92% | 11 |
|
|
2019
Q1 | $5.69M | Buy |
302,570
+1,400
| +0.5% | +$26.3K | 2.3% | 9 |
|
|
2018
Q4 | $4.83M | Buy |
301,170
+52,565
| +21% | +$843K | 2.1% | 7 |
|
|
2018
Q3 | $4.19M | Buy |
248,605
+19,235
| +8% | +$324K | 1.67% | 14 |
|
|
2018
Q2 | $3.66M | Buy |
229,370
+78,115
| +52% | +$1.25M | 1.51% | 21 |
|
|
2018
Q1 | $2.36M | Buy |
+151,255
| New | +$2.36M | 0.99% | 38 |
|