Braun-Bostich & Associates’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,046
| Closed | -$39K | – | 99 |
|
|
2020
Q3 | $39K | Buy |
11,046
+3,543
| +47% | +$12.5K | 0.04% | 164 |
|
|
2020
Q2 | $33K | Hold |
7,503
| – | – | 0.03% | 144 |
|
|
2020
Q1 | $22K | Hold |
7,503
| – | – | 0.03% | 153 |
|
|
2019
Q4 | $63K | Buy |
+7,503
| New | +$63K | 0.06% | 137 |
|
|
2019
Q3 | – | Sell |
-6,057
| Closed | -$50K | – | 135 |
|
|
2019
Q2 | $50K | Hold |
6,057
| – | – | 0.05% | 191 |
|
|
2019
Q1 | $71K | Hold |
6,057
| – | – | 0.07% | 180 |
|
|
2018
Q4 | $71K | Buy |
6,057
+1,210
| +25% | +$14.2K | 0.08% | 157 |
|
|
2018
Q3 | $85K | Hold |
4,847
| – | – | 0.08% | 152 |
|
|
2018
Q2 | $88K | Hold |
4,847
| – | – | 0.09% | 147 |
|
|
2018
Q1 | $76K | Buy |
4,847
+1,131
| +30% | +$17.7K | 0.07% | 146 |
|
|
2017
Q4 | $71K | Buy |
+3,716
| New | +$71K | 0.06% | 157 |
|