Meridian Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-155,160
| Closed | -$2.07M | – | 212 |
|
|
2023
Q4 | $2.07M | Buy |
155,160
+7,635
| +5% | +$102K | 0.71% | 39 |
|
|
2023
Q3 | $1.8M | Buy |
147,525
+500
| +0.3% | +$6.1K | 0.67% | 45 |
|
|
2023
Q2 | $2.06M | Buy |
147,025
+20,100
| +16% | +$281K | 0.73% | 41 |
|
|
2023
Q1 | $1.89M | Buy |
126,925
+9,375
| +8% | +$140K | 0.72% | 42 |
|
|
2022
Q4 | $1.7M | Buy |
117,550
+5,150
| +5% | +$74.5K | 0.68% | 44 |
|
|
2022
Q3 | $1.69M | Buy |
112,400
+300
| +0.3% | +$4.51K | 0.75% | 38 |
|
|
2022
Q2 | $1.96M | Buy |
112,100
+400
| +0.4% | +$6.98K | 0.8% | 34 |
|
|
2022
Q1 | $1.96M | Buy |
111,700
+6,425
| +6% | +$113K | 0.68% | 38 |
|
|
2021
Q4 | $1.98M | Buy |
105,275
+13,800
| +15% | +$260K | 0.66% | 40 |
|
|
2021
Q3 | $1.61M | Buy |
91,475
+6,900
| +8% | +$122K | 0.58% | 47 |
|
|
2021
Q2 | $1.56M | Buy |
84,575
+48,225
| +133% | +$891K | 0.55% | 49 |
|
|
2021
Q1 | $642K | Buy |
36,350
+13,800
| +61% | +$244K | 0.25% | 98 |
|
|
2020
Q4 | $401K | Buy |
22,550
+8,550
| +61% | +$152K | 0.17% | 123 |
|
|
2020
Q3 | $251K | Buy |
+14,000
| New | +$251K | 0.12% | 150 |
|