EverSource Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429 | Buy |
120
+80
| +200% | +$286 | ﹤0.01% | 3923 |
|
|
2025
Q1 | $96 | Sell |
40
-8
| -17% | -$19 | ﹤0.01% | 3834 |
|
|
2024
Q4 | $111 | Buy |
48
+25
| +109% | +$58 | ﹤0.01% | 3525 |
|
|
2024
Q3 | $96 | Hold |
23
| – | – | ﹤0.01% | 2981 |
|
|
2024
Q2 | $77 | Hold |
23
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q1 | $54 | Hold |
23
| – | – | ﹤0.01% | 2853 |
|
|
2023
Q4 | $86 | Hold |
23
| – | – | ﹤0.01% | 2599 |
|
|
2023
Q3 | $45 | Hold |
23
| – | – | ﹤0.01% | 2472 |
|
|
2023
Q2 | $52 | Hold |
23
| – | – | ﹤0.01% | 2458 |
|
|
2023
Q1 | $31 | Hold |
23
| – | – | ﹤0.01% | 2360 |
|
|
2022
Q4 | $15 | Buy |
+23
| New | +$15 | ﹤0.01% | 2293 |
|
|
2022
Q3 | – | Sell |
-802
| Closed | -$1K | – | 2000 |
|
|
2022
Q2 | $1K | Buy |
+802
| New | +$1K | ﹤0.01% | 1625 |
|