EWM
DHC
Evercore Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-267
| Closed | -$6K | – | 1032 |
|
|
2016
Q3 | $6K | Hold |
267
| – | – | ﹤0.01% | 917 |
|
|
2016
Q2 | $6K | Buy |
+267
| New | +$6K | ﹤0.01% | 900 |
|
|
2015
Q4 | – | Sell |
-578
| Closed | -$9K | – | 1022 |
|
|
2015
Q3 | $9K | Sell |
578
-465
| -45% | -$7.24K | ﹤0.01% | 847 |
|
|
2015
Q2 | $18K | Sell |
1,043
-562
| -35% | -$9.7K | ﹤0.01% | 811 |
|
|
2015
Q1 | $36K | Buy |
1,605
+1,160
| +261% | +$26K | ﹤0.01% | 673 |
|
|
2014
Q4 | $10K | Sell |
445
-3,272
| -88% | -$73.5K | ﹤0.01% | 739 |
|
|
2014
Q3 | $78K | Hold |
3,717
| – | – | ﹤0.01% | 544 |
|
|
2014
Q2 | $90K | Buy |
3,717
+2,422
| +187% | +$58.6K | ﹤0.01% | 527 |
|
|
2014
Q1 | $29K | Sell |
1,295
-100
| -7% | -$2.24K | ﹤0.01% | 677 |
|
|
2013
Q4 | $31K | Buy |
+1,395
| New | +$31K | ﹤0.01% | 623 |
|