EI
DHC
Ellevest Inc’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,620
| Closed | -$25.5K | – | 402 |
|
|
2025
Q1 | $25.5K | Buy |
+10,620
| New | +$25.5K | ﹤0.01% | 398 |
|
|
2024
Q3 | – | Sell |
-10,429
| Closed | -$31.8K | – | 432 |
|
|
2024
Q2 | $31.8K | Buy |
10,429
+6
| +0.1% | +$18 | ﹤0.01% | 401 |
|
|
2024
Q1 | $25.6K | Hold |
10,423
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $39K | Hold |
10,423
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $20.2K | Hold |
10,423
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $23.5K | Sell |
10,423
-2,454
| -19% | -$5.52K | ﹤0.01% | 358 |
|
|
2023
Q1 | $17.4K | Buy |
12,877
+4,425
| +52% | +$5.97K | ﹤0.01% | 877 |
|
|
2022
Q4 | $5.47K | Buy |
8,452
+6,615
| +360% | +$4.28K | ﹤0.01% | 1167 |
|
|
2022
Q3 | $2K | Sell |
1,837
-354
| -16% | -$385 | ﹤0.01% | 1328 |
|
|
2022
Q2 | $4K | Sell |
2,191
-4,300
| -66% | -$7.85K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $21K | Hold |
6,491
| – | – | ﹤0.01% | 728 |
|
|
2021
Q4 | $20K | Buy |
6,491
+896
| +16% | +$2.76K | ﹤0.01% | 715 |
|
|
2021
Q3 | $19K | Buy |
5,595
+5,475
| +4,563% | +$18.6K | ﹤0.01% | 680 |
|
|
2021
Q2 | $1K | Hold |
120
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q4 | $0 | Hold |
120
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q3 | $0 | Buy |
120
+32
| +36% | – | ﹤0.01% | 1168 |
|
|
2020
Q2 | $0 | Sell |
88
-68
| -44% | – | ﹤0.01% | 1170 |
|
|
2020
Q1 | $1K | Buy |
156
+68
| +77% | +$436 | ﹤0.01% | 865 |
|
|
2019
Q4 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 753 |
|