ACG Wealth’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,529
| Closed | -$202K | – | 316 |
|
|
2017
Q4 | $202K | Hold |
10,529
| – | – | 0.03% | 310 |
|
|
2017
Q3 | $206K | Sell |
10,529
-1,535
| -13% | -$30K | 0.04% | 256 |
|
|
2017
Q2 | $246K | Buy |
12,064
+1,535
| +15% | +$31.3K | 0.04% | 261 |
|
|
2017
Q1 | $213K | Sell |
10,529
-1,474
| -12% | -$29.8K | 0.04% | 252 |
|
|
2016
Q4 | $227K | Buy |
+12,003
| New | +$227K | 0.05% | 206 |
|