Orion Portfolio Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-328,020
| Closed | -$4.33M | – | 1771 |
|
|
2023
Q4 | $4.33M | Sell |
328,020
-58,824
| -15% | -$776K | 0.05% | 333 |
|
|
2023
Q3 | $4.72M | Buy |
386,844
+92,966
| +32% | +$1.13M | 0.06% | 313 |
|
|
2023
Q2 | $4.11M | Buy |
293,878
+25,132
| +9% | +$352K | 0.04% | 370 |
|
|
2023
Q1 | $4.01M | Buy |
268,746
+231,458
| +621% | +$3.46M | 0.05% | 327 |
|
|
2022
Q4 | $540K | Buy |
37,288
+12,493
| +50% | +$181K | 0.02% | 476 |
|
|
2022
Q3 | $373K | Buy |
+24,795
| New | +$373K | 0.01% | 514 |
|
|
2020
Q3 | – | Sell |
-273
| Closed | -$5K | – | 2448 |
|
|
2020
Q2 | $5K | Buy |
+273
| New | +$5K | ﹤0.01% | 1516 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | – | – | 2540 |
|
|
2019
Q4 | $0 | Buy |
+24
| New | – | ﹤0.01% | 2060 |
|