Carson Wealth (CWM LLC)’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Sell |
2,364
-763
| -24% | -$2.58K | ﹤0.01% | 4385 |
|
|
2025
Q1 | $8K | Buy |
3,127
+1,098
| +54% | +$2.81K | ﹤0.01% | 4200 |
|
|
2024
Q4 | $5K | Buy |
2,029
+1,682
| +485% | +$4.15K | ﹤0.01% | 4184 |
|
|
2024
Q3 | $1K | Sell |
347
-139
| -29% | -$401 | ﹤0.01% | 4550 |
|
|
2024
Q2 | $1K | Buy |
486
+65
| +15% | +$134 | ﹤0.01% | 4355 |
|
|
2024
Q1 | $1K | Hold |
421
| – | – | ﹤0.01% | 4110 |
|
|
2023
Q4 | $2K | Hold |
421
| – | – | ﹤0.01% | 3792 |
|
|
2023
Q3 | $1K | Hold |
421
| – | – | ﹤0.01% | 3954 |
|
|
2023
Q2 | $1K | Hold |
421
| – | – | ﹤0.01% | 3935 |
|
|
2023
Q1 | $1K | Hold |
421
| – | – | ﹤0.01% | 3799 |
|
|
2022
Q4 | $0 | Hold |
421
| – | – | ﹤0.01% | 4002 |
|
|
2022
Q3 | $0 | Buy |
421
+200
| +90% | – | ﹤0.01% | 3942 |
|
|
2022
Q2 | $0 | Sell |
221
-562
| -72% | – | ﹤0.01% | 3825 |
|
|
2022
Q1 | $3K | Buy |
+783
| New | +$3K | ﹤0.01% | 3003 |
|
|
2019
Q1 | – | Sell |
-692
| Closed | -$8K | – | 2960 |
|
|
2018
Q4 | $8K | Sell |
692
-69
| -9% | -$798 | ﹤0.01% | 1397 |
|
|
2018
Q3 | $13K | Sell |
761
-2
| -0.3% | -$34 | ﹤0.01% | 1075 |
|
|
2018
Q2 | $14K | Buy |
763
+626
| +457% | +$11.5K | ﹤0.01% | 902 |
|
|
2018
Q1 | $2K | Hold |
137
| – | – | ﹤0.01% | 1160 |
|
|
2017
Q4 | $3K | Buy |
137
+3
| +2% | +$66 | ﹤0.01% | 1188 |
|
|
2017
Q3 | $3K | Sell |
134
-5
| -4% | -$112 | ﹤0.01% | 1194 |
|
|
2017
Q2 | $3K | Buy |
139
+3
| +2% | +$65 | ﹤0.01% | 949 |
|
|
2017
Q1 | $3K | Buy |
+136
| New | +$3K | ﹤0.01% | 930 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$11K | – | 1114 |
|
|
2016
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 669 |
|
|
2016
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 550 |
|
|
2016
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 536 |
|
|
2015
Q4 | $7K | Sell |
500
-5
| -1% | -$70 | ﹤0.01% | 492 |
|
|
2015
Q3 | $8K | Buy |
+505
| New | +$8K | ﹤0.01% | 460 |
|