AE Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-98,034
| Closed | -$404K | – | 1479 |
|
|
2020
Q4 | $404K | Buy |
98,034
+3,154
| +3% | +$13K | ﹤0.01% | 1036 |
|
|
2020
Q3 | $334K | Buy |
94,880
+5,980
| +7% | +$21.1K | ﹤0.01% | 1001 |
|
|
2020
Q2 | $393K | Buy |
88,900
+14,904
| +20% | +$65.9K | 0.01% | 944 |
|
|
2020
Q1 | $269K | Buy |
73,996
+33,748
| +84% | +$123K | 0.01% | 907 |
|
|
2019
Q4 | $340K | Buy |
40,248
+6,168
| +18% | +$52.1K | 0.01% | 858 |
|
|
2019
Q3 | $315K | Buy |
34,080
+391
| +1% | +$3.61K | 0.01% | 768 |
|
|
2019
Q2 | $279K | Buy |
33,689
+22,497
| +201% | +$186K | 0.01% | 782 |
|
|
2019
Q1 | $132K | Buy |
+11,192
| New | +$132K | 0.01% | 614 |
|