Glassman Wealth Services’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 |
-50
| Closed | – | – | 1746 |
|
|
2022
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1701 |
|
|
2020
Q1 | – | Sell |
-83
| Closed | -$1K | – | 1224 |
|
|
2019
Q4 | $1K | Sell |
83
-73
| -47% | -$880 | ﹤0.01% | 891 |
|
|
2019
Q3 | $1K | Hold |
156
| – | – | ﹤0.01% | 812 |
|
|
2019
Q2 | $1K | Buy |
156
+114
| +271% | +$731 | ﹤0.01% | 826 |
|
|
2019
Q1 | $0 | Buy |
+42
| New | – | ﹤0.01% | 1072 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$2K | – | 821 |
|
|
2018
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 589 |
|
|
2018
Q2 | $2K | Buy |
135
+34
| +34% | +$504 | ﹤0.01% | 554 |
|
|
2018
Q1 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 528 |
|
|
2015
Q2 | – | Sell |
-224
| Closed | -$5K | – | 424 |
|
|
2015
Q1 | $5K | Buy |
224
+4
| +2% | +$89 | ﹤0.01% | 375 |
|
|
2014
Q4 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 420 |
|