Gradient Investments’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$187 | – | 1382 |
|
|
2023
Q4 | $187 | Hold |
50
| – | – | ﹤0.01% | 1702 |
|
|
2023
Q3 | $97 | Hold |
50
| – | – | ﹤0.01% | 1710 |
|
|
2023
Q2 | $113 | Hold |
50
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q1 | $68 | Hold |
50
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q4 | $32 | Hold |
50
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1245 |
|
|
2022
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 1208 |
|
|
2021
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 1120 |
|
|
2019
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 783 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 857 |
|
|
2018
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 894 |
|
|
2018
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 886 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 890 |
|
|
2017
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 883 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$1K | – | 341 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 721 |
|
|
2017
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 706 |
|
|
2016
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 663 |
|
|
2016
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 639 |
|
|
2016
Q2 | $1K | Sell |
50
-230
| -82% | -$4.6K | ﹤0.01% | 644 |
|
|
2016
Q1 | $5K | Buy |
280
+230
| +460% | +$4.11K | ﹤0.01% | 522 |
|
|
2015
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 622 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 533 |
|
|
2015
Q2 | $1K | Sell |
50
-42
| -46% | -$840 | ﹤0.01% | 560 |
|
|
2015
Q1 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 536 |
|
|
2013
Q4 | – | Sell |
-70
| Closed | -$2K | – | 591 |
|
|
2013
Q3 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 398 |
|