Bison Wealth’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 |
-11,440
| Closed | -$135K | – | 234 |
|
|
2019
Q1 | $135K | Sell |
11,440
-750
| -6% | -$8.85K | 0.08% | 215 |
|
|
2018
Q4 | $143K | Buy |
12,190
+750
| +7% | +$8.8K | 0.1% | 196 |
|
|
2018
Q3 | $201K | Buy |
11,440
+275
| +2% | +$4.83K | 0.13% | 209 |
|
|
2018
Q2 | $202K | Sell |
11,165
-60
| -0.5% | -$1.09K | 0.15% | 191 |
|
|
2018
Q1 | $176K | Buy |
11,225
+200
| +2% | +$3.14K | 0.13% | 190 |
|
|
2017
Q4 | $211K | Sell |
11,025
-1,300
| -11% | -$24.9K | 0.16% | 189 |
|
|
2017
Q3 | $241K | Buy |
12,325
+310
| +3% | +$6.06K | 0.19% | 146 |
|
|
2017
Q2 | $246K | Hold |
12,015
| – | – | 0.2% | 136 |
|
|
2017
Q1 | $243K | Buy |
12,015
+1,000
| +9% | +$20.2K | 0.21% | 132 |
|
|
2016
Q4 | $209K | Sell |
11,015
-800
| -7% | -$15.2K | 0.18% | 161 |
|
|
2016
Q3 | $268K | Sell |
11,815
-1,203
| -9% | -$27.3K | 0.23% | 127 |
|
|
2016
Q2 | $266K | Sell |
13,018
-1,151
| -8% | -$23.5K | 0.16% | 149 |
|
|
2016
Q1 | $248K | Sell |
14,169
-4,445
| -24% | -$77.8K | 0.16% | 148 |
|
|
2015
Q4 | $269K | Sell |
18,614
-99
| -0.5% | -$1.43K | 0.15% | 170 |
|
|
2015
Q3 | $293K | Sell |
18,713
-1,512
| -7% | -$23.7K | 0.19% | 148 |
|
|
2015
Q2 | $344K | Buy |
20,225
+2,288
| +13% | +$38.9K | 0.2% | 143 |
|
|
2015
Q1 | $394K | Buy |
17,937
+529
| +3% | +$11.6K | 0.24% | 132 |
|
|
2014
Q4 | $381K | Buy |
+17,408
| New | +$381K | 0.29% | 108 |
|