Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-361
| Closed | -$7K | – | 297 |
|
|
2017
Q3 | $7K | Hold |
361
| – | – | ﹤0.01% | 310 |
|
|
2017
Q2 | $7K | Hold |
361
| – | – | ﹤0.01% | 294 |
|
|
2017
Q1 | $8K | Sell |
361
-50
| -12% | -$1.11K | ﹤0.01% | 313 |
|
|
2016
Q4 | $8K | Hold |
411
| – | – | ﹤0.01% | 344 |
|
|
2016
Q3 | $9K | Buy |
411
+361
| +722% | +$7.91K | ﹤0.01% | 304 |
|
|
2016
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 386 |
|