Concourse Financial Group Securities’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
Q1 | – | Sell |
-800
| Closed | -$1.66K | – | 2002 |
|
|
2024
Q4 | $1.66K | Hold |
800
| – | – | ﹤0.01% | 2035 |
|
|
2024
Q3 | $3.35K | Hold |
800
| – | – | ﹤0.01% | 1919 |
|
|
2024
Q2 | $2.44K | Hold |
800
| – | – | ﹤0.01% | 2006 |
|
|
2024
Q1 | $1.97K | Hold |
800
| – | – | ﹤0.01% | 2046 |
|
|
2023
Q4 | $2.99K | Hold |
800
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q3 | $1.55K | Sell |
800
-500
| -38% | -$970 | ﹤0.01% | 2037 |
|
|
2023
Q2 | $2.93K | Hold |
1,300
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q1 | $1.76K | Hold |
1,300
| – | – | ﹤0.01% | 2077 |
|
|
2022
Q4 | $840 | Hold |
1,300
| – | – | ﹤0.01% | 2187 |
|
|
2022
Q3 | $1K | Hold |
1,300
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q2 | $2K | Buy |
1,300
+800
| +160% | +$1.23K | ﹤0.01% | 2009 |
|
|
2022
Q1 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 2005 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$1K | – | 3495 |
|
|
2021
Q3 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 2295 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3356 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3289 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$1K | – | 3226 |
|
|
2020
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 2069 |
|
|
2020
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 1984 |
|
|
2020
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2017 |
|
|
2019
Q4 | – | Sell |
-7,266
| Closed | -$67K | – | 2964 |
|
|
2019
Q3 | $67K | Buy |
7,266
+1,894
| +35% | +$17.5K | 0.02% | 526 |
|
|
2019
Q2 | $44K | Buy |
5,372
+2,990
| +126% | +$24.5K | ﹤0.01% | 910 |
|
|
2019
Q1 | $28K | Buy |
2,382
+360
| +18% | +$4.23K | ﹤0.01% | 1107 |
|
|
2018
Q4 | $23K | Buy |
2,022
+1,822
| +911% | +$20.7K | ﹤0.01% | 1081 |
|
|
2018
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1441 |
|