Dumont & Blake Investment Advisors’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 | $413K | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $641K | Buy |
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|
2021
Q1 | $603K | Buy |
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|
2020
Q4 | $590K | Sell |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $558K | Sell |
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|
2020
Q1 | $451K | Sell |
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|
2019
Q4 | $620K | Buy |
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|
2019
Q3 | $571K | Sell |
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|
2019
Q2 | $564K | Sell |
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|
2019
Q1 | $610K | Hold |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $504K | Buy |
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|
2018
Q1 | $477K | Sell |
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|
2017
Q4 | $554K | Sell |
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|
2017
Q3 | $550K | Buy |
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