Corient Private Wealth’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.7K | Buy |
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|
2025
Q2 | $45K | Hold |
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|
2025
Q1 | $30.2K | Sell |
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|
2024
Q4 | $29.9K | Buy |
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|
2024
Q3 | $52.8K | Hold |
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|
2024
Q2 | $38.4K | Hold |
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|
2024
Q1 | $31K | Sell |
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|
2023
Q4 | $50.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $37.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.76K | Buy |
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