Chicago Partners Investment Group’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 | $49.5K | Hold |
14,034
| – | – | ﹤0.01% | 1080 |
|
|
2025
Q1 | $41K | Buy |
+14,034
| New | +$41K | ﹤0.01% | 917 |
|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$23K | – | 470 |
|
|
2018
Q3 | $23K | Buy |
1,400
+700
| +100% | +$11.5K | ﹤0.01% | 658 |
|
|
2018
Q2 | $13K | Sell |
700
-1,000
| -59% | -$18.6K | ﹤0.01% | 746 |
|
|
2018
Q1 | $27K | Hold |
1,700
| – | – | ﹤0.01% | 560 |
|
|
2017
Q4 | $33K | Hold |
1,700
| – | – | 0.01% | 521 |
|
|
2017
Q3 | $33K | Sell |
1,700
-700
| -29% | -$13.6K | 0.01% | 510 |
|
|
2017
Q2 | $48K | Buy |
+2,400
| New | +$48K | 0.01% | 391 |
|