DOC
Corient Private Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-164,613
| Closed | -$2.19M | – | 2390 |
|
|
2023
Q4 | $2.19M | Buy |
164,613
+154,598
| +1,544% | +$2.06M | ﹤0.01% | 959 |
|
|
2023
Q3 | $122K | Buy |
+10,015
| New | +$122K | ﹤0.01% | 1995 |
|
|
2023
Q2 | – | Sell |
-10,450
| Closed | -$156K | – | 2184 |
|
|
2023
Q1 | $156K | Buy |
+10,450
| New | +$156K | ﹤0.01% | 1820 |
|