Avantax Planning Partners’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,034
| Closed | -$130K | – | 300 |
|
|
2019
Q1 | $130K | Hold |
11,034
| – | – | 0.01% | 288 |
|
|
2018
Q4 | $129K | Buy |
11,034
+9,984
| +951% | +$117K | 0.01% | 263 |
|
|
2018
Q3 | $18K | Buy |
+1,050
| New | +$18K | ﹤0.01% | 726 |
|
|
2018
Q2 | – | Sell |
-9,280
| Closed | -$145K | – | 523 |
|
|
2018
Q1 | $145K | Sell |
9,280
-2,432
| -21% | -$38K | 0.01% | 342 |
|
|
2017
Q4 | $224K | Sell |
11,712
-679
| -5% | -$13K | 0.02% | 280 |
|
|
2017
Q3 | $242K | Sell |
12,391
-520
| -4% | -$10.2K | 0.02% | 327 |
|
|
2017
Q2 | $264K | Sell |
12,911
-368
| -3% | -$7.53K | 0.02% | 274 |
|
|
2017
Q1 | $269K | Buy |
13,279
+400
| +3% | +$8.1K | 0.02% | 257 |
|
|
2016
Q4 | $244K | Buy |
+12,879
| New | +$244K | 0.03% | 261 |
|