Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-550
| Closed | -$5K | – | 589 |
|
|
2019
Q2 | $5K | Hold |
550
| – | – | ﹤0.01% | 426 |
|
|
2019
Q1 | $4K | Buy |
550
+15
| +3% | +$109 | ﹤0.01% | 447 |
|
|
2018
Q4 | $7K | Buy |
535
+13
| +2% | +$170 | ﹤0.01% | 408 |
|
|
2018
Q3 | $9K | Buy |
522
+10
| +2% | +$172 | ﹤0.01% | 382 |
|
|
2018
Q2 | $9K | Buy |
512
+12
| +2% | +$211 | ﹤0.01% | 384 |
|
|
2018
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 385 |
|
|
2017
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 380 |
|
|
2017
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
|
2017
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 327 |
|
|
2016
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 299 |
|