Allworth Financial’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$2 | – | 3766 |
|
|
2024
Q2 | $2 | Sell |
1
-2,509
| -100% | -$5.02K | ﹤0.01% | 3680 |
|
|
2024
Q1 | $6.17K | Sell |
2,510
-3,490
| -58% | -$8.59K | ﹤0.01% | 2318 |
|
|
2023
Q4 | $22.4K | Buy |
+6,000
| New | +$22.4K | ﹤0.01% | 1585 |
|
|
2022
Q4 | – | Sell |
-311
| Closed | – | – | 3051 |
|
|
2022
Q3 | $0 | Buy |
+311
| New | – | ﹤0.01% | 2749 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | – | – | 2482 |
|
|
2022
Q1 | $0 | Hold |
31
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q4 | $0 | Hold |
31
| – | – | ﹤0.01% | 1968 |
|
|
2021
Q3 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1888 |
|
|
2020
Q2 | – | Sell |
-403
| Closed | -$1K | – | 1215 |
|
|
2020
Q1 | $1K | Buy |
+403
| New | +$1K | ﹤0.01% | 1124 |
|
|
2018
Q2 | – | Hold |
0
| – | -$8K | – | 955 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 520 |
|