Cetera Investment Advisers’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.8K | Buy |
15,298
+551
| +4% | +$1.97K | ﹤0.01% | 3959 |
|
2025
Q1 | $35.4K | Buy |
+14,747
| New | +$35.4K | ﹤0.01% | 3877 |
|
2023
Q3 | – | Sell |
-20,148
| Closed | -$45.3K | – | 2205 |
|
2023
Q2 | $45.3K | Buy |
20,148
+2,000
| +11% | +$4.5K | ﹤0.01% | 2128 |
|
2023
Q1 | $24.5K | Sell |
18,148
-228
| -1% | -$308 | ﹤0.01% | 2113 |
|
2022
Q4 | $11.9K | Buy |
18,376
+400
| +2% | +$259 | ﹤0.01% | 2070 |
|
2022
Q3 | $18K | Sell |
17,976
-300
| -2% | -$300 | ﹤0.01% | 1641 |
|
2022
Q2 | $33K | Buy |
18,276
+2
| +0% | +$4 | ﹤0.01% | 1784 |
|
2022
Q1 | $58K | Hold |
18,274
| – | – | ﹤0.01% | 1829 |
|
2021
Q4 | $56K | Sell |
18,274
-35
| -0.2% | -$107 | ﹤0.01% | 1825 |
|
2021
Q3 | $62K | Sell |
18,309
-1,222
| -6% | -$4.14K | ﹤0.01% | 1755 |
|
2021
Q2 | $82K | Hold |
19,531
| – | – | ﹤0.01% | 1735 |
|
2021
Q1 | $93K | Buy |
19,531
+1,350
| +7% | +$6.43K | ﹤0.01% | 1559 |
|
2020
Q4 | $75K | Buy |
18,181
+1,172
| +7% | +$4.84K | ﹤0.01% | 1532 |
|
2020
Q3 | $60K | Buy |
17,009
+226
| +1% | +$797 | ﹤0.01% | 635 |
|
2020
Q2 | $74K | Hold |
16,783
| – | – | 0.01% | 601 |
|
2020
Q1 | $61K | Buy |
+16,783
| New | +$61K | 0.01% | 526 |
|