Moody National Bank Trust Division’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 |
-29,048
| Closed | -$387K | – | 510 |
|
|
2023
Q4 | $387K | Buy |
29,048
+9,031
| +45% | +$120K | 0.03% | 378 |
|
|
2023
Q3 | $244K | Sell |
20,017
-846
| -4% | -$10.3K | 0.02% | 544 |
|
|
2023
Q2 | $292K | Hold |
20,863
| – | – | 0.02% | 519 |
|
|
2023
Q1 | $311K | Buy |
20,863
+4,102
| +24% | +$61.2K | 0.03% | 501 |
|
|
2022
Q4 | $243K | Buy |
16,761
+1,293
| +8% | +$18.7K | 0.02% | 539 |
|
|
2022
Q3 | $233K | Buy |
+15,468
| New | +$233K | 0.02% | 534 |
|
|
2019
Q2 | – | Sell |
-580
| Closed | -$11K | – | 1186 |
|
|
2019
Q1 | $11K | Buy |
+580
| New | +$11K | ﹤0.01% | 636 |
|