Creative Planning’s Community Healthcare Trust CHCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
+11,756
| New | +$196K | ﹤0.01% | 3219 |
|
|
2025
Q1 | – | Sell |
-1,333
| Closed | -$25.6K | – | 3482 |
|
|
2024
Q4 | $25.6K | Buy |
+1,333
| New | +$25.6K | ﹤0.01% | 3298 |
|
|
2024
Q3 | – | Sell |
-13,073
| Closed | -$306K | – | 3196 |
|
|
2024
Q2 | $306K | Buy |
+13,073
| New | +$306K | ﹤0.01% | 2320 |
|
|
2020
Q2 | – | Sell |
-16,321
| Closed | -$625K | – | 1832 |
|
|
2020
Q1 | $625K | Buy |
+16,321
| New | +$625K | ﹤0.01% | 834 |
|
|
2017
Q3 | – | Sell |
-791
| Closed | -$20K | – | 2143 |
|
|
2017
Q2 | $20K | Hold |
791
| – | – | ﹤0.01% | 3139 |
|
|
2017
Q1 | $19K | Hold |
791
| – | – | ﹤0.01% | 3123 |
|
|
2016
Q4 | $18K | Hold |
791
| – | – | ﹤0.01% | 3095 |
|
|
2016
Q3 | $17K | Buy |
+791
| New | +$17K | ﹤0.01% | 3118 |
|