Gideon Capital Advisors’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,628
| Closed | -$239K | – | 400 |
|
|
2018
Q3 | $239K | Sell |
13,628
-1,063
| -7% | -$18.6K | 0.11% | 285 |
|
|
2018
Q2 | $266K | Sell |
14,691
-11,120
| -43% | -$201K | 0.13% | 285 |
|
|
2018
Q1 | $404K | Buy |
+25,811
| New | +$404K | 0.25% | 159 |
|
|
2017
Q3 | – | Sell |
-20,295
| Closed | -$415K | – | 297 |
|
|
2017
Q2 | $415K | Sell |
20,295
-11,915
| -37% | -$244K | 0.46% | 75 |
|
|
2017
Q1 | $652K | Buy |
+32,210
| New | +$652K | 0.39% | 53 |
|
|
2015
Q3 | – | Sell |
-12,109
| Closed | -$211K | – | 244 |
|
|
2015
Q2 | $211K | Buy |
+12,109
| New | +$211K | 0.09% | 219 |
|
|
2014
Q4 | – | Sell |
-12,528
| Closed | -$260K | – | 227 |
|
|
2014
Q3 | $260K | Buy |
+12,528
| New | +$260K | 0.1% | 221 |
|