DOC
Kovitz Investment Group Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-111,849
| Closed | -$1.49M | – | 665 |
|
|
2023
Q4 | $1.49M | Sell |
111,849
-81,350
| -42% | -$1.08M | 0.02% | 251 |
|
|
2023
Q3 | $2.36M | Sell |
193,199
-1,652
| -0.8% | -$20.1K | 0.04% | 222 |
|
|
2023
Q2 | $2.73M | Sell |
194,851
-1,939
| -1% | -$27.1K | 0.04% | 214 |
|
|
2023
Q1 | $2.94M | Sell |
196,790
-5,476
| -3% | -$81.8K | 0.05% | 209 |
|
|
2022
Q4 | $2.93M | Sell |
202,266
-13,381
| -6% | -$194K | 0.06% | 206 |
|
|
2022
Q3 | $3.24M | Sell |
215,647
-6,552
| -3% | -$98.5K | 0.08% | 190 |
|
|
2022
Q2 | $3.88M | Sell |
222,199
-190
| -0.1% | -$3.32K | 0.09% | 180 |
|
|
2022
Q1 | $3.9M | Buy |
222,389
+24,481
| +12% | +$429K | 0.07% | 189 |
|
|
2021
Q4 | $3.52M | Sell |
197,908
-3,857
| -2% | -$68.7K | 0.08% | 155 |
|
|
2021
Q3 | $3.56M | Buy |
201,765
+1,119
| +0.6% | +$19.7K | 0.07% | 183 |
|
|
2021
Q2 | $3.71M | Sell |
200,646
-2,149
| -1% | -$39.7K | 0.07% | 183 |
|
|
2021
Q1 | $3.58M | Buy |
202,795
+4,887
| +2% | +$86.3K | 0.08% | 160 |
|
|
2020
Q4 | $3.52M | Sell |
197,908
-919
| -0.5% | -$16.4K | 0.09% | 153 |
|
|
2020
Q3 | $3.56M | Buy |
198,827
+626
| +0.3% | +$11.2K | 0.1% | 143 |
|
|
2020
Q2 | $3.47M | Sell |
198,201
-4,835
| -2% | -$84.7K | 0.11% | 136 |
|
|
2020
Q1 | $2.83M | Buy |
203,036
+290
| +0.1% | +$4.04K | 0.1% | 136 |
|
|
2019
Q4 | $3.84M | Buy |
202,746
+8,634
| +4% | +$164K | 0.11% | 130 |
|
|
2019
Q3 | $3.45M | Buy |
194,112
+3,574
| +2% | +$63.4K | 0.11% | 141 |
|
|
2019
Q2 | $3.32M | Sell |
190,538
-2,169
| -1% | -$37.8K | 0.1% | 145 |
|
|
2019
Q1 | $3.63M | Buy |
192,707
+7,920
| +4% | +$149K | 0.11% | 134 |
|
|
2018
Q4 | $2.96M | Buy |
+184,787
| New | +$2.96M | 0.12% | 118 |
|