Focus Partners Wealth’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	$12.3M	Buy	738,324 +5,926	+0.8%	+$98.5K	0.03%	457
2025 Q1	$13.3M	Sell	732,398 -12,273	-2%	-$223K	0.03%	417
2024 Q4	$14.3M	Buy	744,671 +551,445	+285%	+$10.6M	0.04%	382
2024 Q3	$111M	Sell	193,226 -327,812	-63%	-$188M	0.35%	62
2024 Q2	$12.2M	Buy	+521,038	New	+$12.2M	0.04%	335