Creative Planning’s Community Healthcare Trust CHCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Buy |
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|
2025
Q2 | $196K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.6K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $625K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $17K | Buy |
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