B. Riley Wealth Advisors’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 |
-18,281
| Closed | -$216K | – | 798 |
|
|
2019
Q1 | $216K | Buy |
+18,281
| New | +$216K | 0.03% | 625 |
|
|
2016
Q4 | – | Sell |
-12,479
| Closed | -$284K | – | 553 |
|
|
2016
Q3 | $284K | Buy |
12,479
+400
| +3% | +$9.1K | 0.06% | 416 |
|
|
2016
Q2 | $252K | Buy |
12,079
+851
| +8% | +$17.8K | 0.05% | 464 |
|
|
2016
Q1 | $201K | Buy |
+11,228
| New | +$201K | 0.05% | 475 |
|
|
2015
Q2 | – | Sell |
-13,477
| Closed | -$297K | – | 550 |
|
|
2015
Q1 | $297K | Buy |
13,477
+239
| +2% | +$5.27K | 0.07% | 359 |
|
|
2014
Q4 | $290 | Sell |
13,238
-3,328
| -20% | -$73 | 0.01% | 1140 |
|
|
2014
Q3 | $343K | Sell |
16,566
-17,658
| -52% | -$366K | 0.09% | 307 |
|
|
2014
Q2 | $418K | Buy |
34,224
+17,572
| +106% | +$215K | 0.1% | 227 |
|
|
2014
Q1 | $371K | Buy |
16,652
+1,583
| +11% | +$35.3K | 0.11% | 211 |
|
|
2013
Q4 | $332K | Sell |
15,069
-384
| -2% | -$8.46K | 0.11% | 219 |
|
|
2013
Q3 | $357K | Sell |
15,453
-1,816
| -11% | -$42K | 0.12% | 189 |
|
|
2013
Q2 | $444K | Buy |
+17,269
| New | +$444K | 0.15% | 166 |
|