B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.83K | Buy |
+5,822
| New | +$1.83K | ﹤0.01% | 222 |
|
|
2020
Q4 | – | Sell |
-15,746
| Closed | -$55K | – | 407 |
|
|
2020
Q3 | $55K | Buy |
15,746
+4,454
| +39% | +$15.6K | 0.01% | 406 |
|
|
2020
Q2 | $49K | Sell |
11,292
-58,135
| -84% | -$252K | 0.01% | 412 |
|
|
2020
Q1 | $252K | Buy |
69,427
+25,122
| +57% | +$91.2K | 0.03% | 389 |
|
|
2019
Q4 | $374K | Sell |
44,305
-6,000
| -12% | -$50.6K | 0.06% | 251 |
|
|
2019
Q3 | $466K | Sell |
50,305
-272
| -0.5% | -$2.52K | 0.08% | 211 |
|
|
2019
Q2 | $418 | Buy |
50,577
+23,243
| +85% | +$192 | 0.06% | 233 |
|
|
2019
Q1 | $322K | Buy |
+27,334
| New | +$322K | 0.06% | 264 |
|
|
2015
Q3 | – | Sell |
-94
| Closed | -$1K | – | 276 |
|
|
2015
Q2 | $1K | Buy |
94
+2
| +2% | +$21 | ﹤0.01% | 977 |
|
|
2015
Q1 | $2K | Buy |
92
+2
| +2% | +$43 | ﹤0.01% | 961 |
|
|
2014
Q4 | $1K | Buy |
90
+1
| +1% | +$11 | ﹤0.01% | 974 |
|
|
2014
Q3 | $1K | Buy |
89
+2
| +2% | +$22 | ﹤0.01% | 1024 |
|
|
2014
Q2 | $2K | Buy |
87
+1
| +1% | +$23 | ﹤0.01% | 1025 |
|
|
2014
Q1 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 996 |
|