MCM
DOC
Marathon Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-455,584
| Closed | -$6.06M | – | 166 |
|
|
2023
Q4 | $6.06M | Sell |
455,584
-7,611
| -2% | -$101K | 1.52% | 16 |
|
|
2023
Q3 | $5.65M | Sell |
463,195
-2,571
| -0.6% | -$31.3K | 1.42% | 18 |
|
|
2023
Q2 | $6.52M | Sell |
465,766
-5,171
| -1% | -$72.3K | 1.61% | 13 |
|
|
2023
Q1 | $7.03M | Buy |
470,937
+393
| +0.1% | +$5.87K | 1.73% | 10 |
|
|
2022
Q4 | $6.81M | Sell |
470,544
-14,475
| -3% | -$209K | 1.88% | 8 |
|
|
2022
Q3 | $7.3M | Buy |
485,019
+379,789
| +361% | +$5.71M | 2.08% | 5 |
|
|
2022
Q2 | $1.84M | Buy |
105,230
+2,645
| +3% | +$46.1K | 0.59% | 40 |
|
|
2022
Q1 | $1.8M | Buy |
102,585
+20,375
| +25% | +$357K | 0.52% | 46 |
|
|
2021
Q4 | $1.55M | Sell |
82,210
-7,225
| -8% | -$136K | 0.36% | 50 |
|
|
2021
Q3 | $1.58M | Sell |
89,435
-50
| -0.1% | -$881 | 0.36% | 53 |
|
|
2021
Q2 | $1.65M | Sell |
89,485
-1,000
| -1% | -$18.5K | 0.38% | 50 |
|
|
2021
Q1 | $1.6M | Buy |
90,485
+2,145
| +2% | +$37.9K | 0.42% | 45 |
|
|
2020
Q4 | $1.57M | Sell |
88,340
-3,450
| -4% | -$61.4K | 0.46% | 44 |
|
|
2020
Q3 | $1.64M | Sell |
91,790
-1,735
| -2% | -$31.1K | 0.6% | 36 |
|
|
2020
Q2 | $1.64M | Buy |
+93,525
| New | +$1.64M | 0.63% | 28 |
|