Clearstead Advisors’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-25,894
| Closed | -$305K | – | 274 |
|
|
2019
Q1 | $305K | Buy |
+25,894
| New | +$305K | 0.04% | 209 |
|
|
2018
Q4 | – | Hold |
0
| – | -$354K | – | 202 |
|
|
2018
Q3 | – | Hold |
0
| – | -$365K | – | 182 |
|
|
2018
Q2 | – | Hold |
0
| – | -$321K | – | 176 |
|
|
2018
Q1 | – | Hold |
0
| – | -$401K | – | 178 |
|
|
2017
Q4 | – | Hold |
0
| – | -$477K | – | 157 |
|
|
2017
Q3 | – | Hold |
0
| – | -$499K | – | 159 |
|
|
2017
Q2 | – | Sell |
-24,389
| Closed | -$494K | – | 149 |
|
|
2017
Q1 | $494K | Buy |
+24,389
| New | +$494K | 0.07% | 144 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 135 |
|