Allworth Financial’s Community Healthcare Trust CHCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.99K | Buy |
+420
| New | +$6.99K | ﹤0.01% | 3070 |
|
2025
Q1 | – | Sell |
-180
| Closed | -$3.51K | – | 4071 |
|
2024
Q4 | $3.51K | Buy |
+180
| New | +$3.51K | ﹤0.01% | 2911 |
|
2024
Q3 | – | Sell |
-90
| Closed | -$2.33K | – | 3761 |
|
2024
Q2 | $2.33K | Buy |
90
+7
| +8% | +$181 | ﹤0.01% | 2853 |
|
2024
Q1 | $2.2K | Buy |
83
+71
| +592% | +$1.89K | ﹤0.01% | 2768 |
|
2023
Q4 | $320 | Sell |
12
-5
| -29% | -$133 | ﹤0.01% | 3226 |
|
2023
Q3 | $505 | Buy |
+17
| New | +$505 | ﹤0.01% | 3043 |
|