Geneos Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-350
| Closed | -$1K | – | 2632 |
|
|
2022
Q1 | $1K | Hold |
350
| – | – | ﹤0.01% | 2626 |
|
|
2021
Q4 | $1K | Hold |
350
| – | – | ﹤0.01% | 2656 |
|
|
2021
Q3 | $1K | Hold |
350
| – | – | ﹤0.01% | 2726 |
|
|
2021
Q2 | $1K | Sell |
350
-2,285
| -87% | -$6.53K | ﹤0.01% | 2741 |
|
|
2021
Q1 | $11K | Sell |
2,635
-25
| -0.9% | -$104 | ﹤0.01% | 2327 |
|
|
2020
Q4 | $1K | Buy |
2,660
+1,697
| +176% | +$638 | ﹤0.01% | 2779 |
|
|
2020
Q3 | $3K | Sell |
963
-75
| -7% | -$234 | ﹤0.01% | 2308 |
|
|
2020
Q2 | $4K | Sell |
1,038
-158
| -13% | -$609 | ﹤0.01% | 2201 |
|
|
2020
Q1 | $4K | Buy |
+1,196
| New | +$4K | ﹤0.01% | 2088 |
|