DBIA
DOC
Dumont & Blake Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31,040
| Closed | -$413K | – | 209 |
|
|
2023
Q4 | $413K | Sell |
31,040
-1,490
| -5% | -$19.8K | 0.13% | 138 |
|
|
2023
Q3 | $397K | Sell |
32,530
-419
| -1% | -$5.11K | 0.13% | 136 |
|
|
2023
Q2 | $461K | Buy |
32,949
+21
| +0.1% | +$294 | 0.15% | 133 |
|
|
2023
Q1 | $492K | Buy |
32,928
+1,190
| +4% | +$17.8K | 0.17% | 127 |
|
|
2022
Q4 | $459K | Sell |
31,738
-4,310
| -12% | -$62.3K | 0.16% | 133 |
|
|
2022
Q3 | $542K | Sell |
36,048
-155
| -0.4% | -$2.33K | 0.2% | 120 |
|
|
2022
Q2 | $632K | Buy |
36,203
+765
| +2% | +$13.4K | 0.21% | 122 |
|
|
2022
Q1 | $622K | Buy |
35,438
+473
| +1% | +$8.3K | 0.17% | 131 |
|
|
2021
Q4 | $658K | Buy |
34,965
+17
| +0% | +$320 | 0.17% | 127 |
|
|
2021
Q3 | $616K | Buy |
34,948
+255
| +0.7% | +$4.5K | 0.18% | 129 |
|
|
2021
Q2 | $641K | Buy |
34,693
+540
| +2% | +$9.98K | 0.18% | 128 |
|
|
2021
Q1 | $603K | Buy |
34,153
+1,025
| +3% | +$18.1K | 0.19% | 124 |
|
|
2020
Q4 | $590K | Sell |
33,128
-446
| -1% | -$7.94K | 0.2% | 117 |
|
|
2020
Q3 | $601K | Buy |
33,574
+1,698
| +5% | +$30.4K | 0.23% | 109 |
|
|
2020
Q2 | $558K | Sell |
31,876
-459
| -1% | -$8.04K | 0.23% | 108 |
|
|
2020
Q1 | $451K | Sell |
32,335
-425
| -1% | -$5.93K | 0.23% | 104 |
|
|
2019
Q4 | $620K | Buy |
32,760
+585
| +2% | +$11.1K | 0.24% | 110 |
|
|
2019
Q3 | $571K | Sell |
32,175
-150
| -0.5% | -$2.66K | 0.24% | 109 |
|
|
2019
Q2 | $564K | Sell |
32,325
-125
| -0.4% | -$2.18K | 0.23% | 108 |
|
|
2019
Q1 | $610K | Hold |
32,450
| – | – | 0.26% | 109 |
|
|
2018
Q4 | $520K | Sell |
32,450
-175
| -0.5% | -$2.8K | 0.24% | 109 |
|
|
2018
Q3 | $550K | Buy |
32,625
+1,000
| +3% | +$16.9K | 0.21% | 126 |
|
|
2018
Q2 | $504K | Buy |
31,625
+975
| +3% | +$15.5K | 0.21% | 125 |
|
|
2018
Q1 | $477K | Sell |
30,650
-125
| -0.4% | -$1.95K | 0.2% | 124 |
|
|
2017
Q4 | $554K | Sell |
30,775
-250
| -0.8% | -$4.5K | 0.22% | 122 |
|
|
2017
Q3 | $550K | Buy |
+31,025
| New | +$550K | 0.24% | 120 |
|