CWM
DHC
Cedar Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,857
| Closed | -$45K | – | 170 |
|
|
2019
Q3 | $45K | Hold |
4,857
| – | – | 0.03% | 96 |
|
|
2019
Q2 | $40K | Buy |
4,857
+2,000
| +70% | +$16.5K | 0.03% | 115 |
|
|
2019
Q1 | $34K | Hold |
2,857
| – | – | 0.02% | 114 |
|
|
2018
Q4 | $33K | Buy |
2,857
+1,200
| +72% | +$13.9K | 0.02% | 96 |
|
|
2018
Q3 | $29K | Hold |
1,657
| – | – | 0.02% | 100 |
|
|
2018
Q2 | $30K | Buy |
+1,657
| New | +$30K | 0.02% | 93 |
|