DT
DOC
Diversified Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,084
| Closed | -$148K | – | 962 |
|
|
2023
Q4 | $148K | Sell |
11,084
-370
| -3% | -$4.93K | 0.01% | 808 |
|
|
2023
Q3 | $140K | Sell |
11,454
-189
| -2% | -$2.3K | 0.01% | 769 |
|
|
2023
Q2 | $163K | Buy |
11,643
+647
| +6% | +$9.05K | 0.01% | 775 |
|
|
2023
Q1 | $164K | Hold |
10,996
| – | – | 0.01% | 767 |
|
|
2022
Q4 | $159K | Sell |
10,996
-176
| -2% | -$2.55K | 0.01% | 743 |
|
|
2022
Q3 | $168K | Sell |
11,172
-953
| -8% | -$14.3K | 0.01% | 715 |
|
|
2022
Q2 | $212K | Buy |
12,125
+133
| +1% | +$2.33K | 0.01% | 669 |
|
|
2022
Q1 | $210K | Hold |
11,992
| – | – | 0.01% | 740 |
|
|
2021
Q4 | $226K | Hold |
11,992
| – | – | 0.01% | 733 |
|
|
2021
Q3 | $211K | Hold |
11,992
| – | – | 0.01% | 709 |
|
|
2021
Q2 | $221K | Hold |
11,992
| – | – | 0.01% | 675 |
|
|
2021
Q1 | $212K | Sell |
11,992
-5,450
| -31% | -$96.3K | 0.01% | 674 |
|
|
2020
Q4 | $310K | Hold |
17,442
| – | – | 0.01% | 495 |
|
|
2020
Q3 | $312K | Buy |
17,442
+2,742
| +19% | +$49K | 0.01% | 431 |
|
|
2020
Q2 | $258K | Buy |
14,700
+4,664
| +46% | +$81.9K | 0.01% | 432 |
|
|
2020
Q1 | $140K | Hold |
10,036
| – | – | 0.01% | 390 |
|
|
2019
Q4 | $190K | Buy |
10,036
+36
| +0.4% | +$682 | 0.01% | 430 |
|
|
2019
Q3 | $178K | Hold |
10,000
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $174K | Hold |
10,000
| – | – | 0.01% | 353 |
|
|
2019
Q1 | $188K | Hold |
10,000
| – | – | 0.01% | 337 |
|
|
2018
Q4 | $160K | Hold |
10,000
| – | – | 0.01% | 326 |
|
|
2018
Q3 | $169K | Hold |
10,000
| – | – | 0.01% | 314 |
|
|
2018
Q2 | $159K | Hold |
10,000
| – | – | 0.01% | 308 |
|
|
2018
Q1 | $156K | Hold |
10,000
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $180K | Hold |
10,000
| – | – | 0.01% | 292 |
|
|
2017
Q3 | $177K | Buy |
+10,000
| New | +$177K | 0.01% | 278 |
|
|
2016
Q4 | – | Sell |
-25,100
| Closed | -$1.78M | – | 269 |
|
|
2016
Q3 | $1.78M | Buy |
25,100
+400
| +2% | +$28.3K | 0.21% | 88 |
|
|
2016
Q2 | $1.63M | Buy |
24,700
+5,900
| +31% | +$389K | 0.19% | 121 |
|
|
2016
Q1 | $1.17M | Hold |
18,800
| – | – | 0.13% | 158 |
|
|
2015
Q4 | $1.1M | Sell |
18,800
-1,800
| -9% | -$105K | 0.12% | 172 |
|
|
2015
Q3 | $1.09M | Sell |
20,600
-900
| -4% | -$47.6K | 0.12% | 180 |
|
|
2015
Q2 | $1.17M | Sell |
21,500
-200
| -0.9% | -$10.9K | 0.11% | 197 |
|
|
2015
Q1 | $1.13M | Sell |
21,700
-700
| -3% | -$36.4K | 0.1% | 209 |
|
|
2014
Q4 | $1.03M | Buy |
+22,400
| New | +$1.03M | 0.09% | 227 |
|
|
2014
Q2 | $1.41M | Buy |
+22,800
| New | +$1.41M | 0.12% | 205 |
|