GWM
DHC
Gupta Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $62K | Buy |
3,439
+1,794
| +109% | +$32.3K | 0.01% | 401 |
|
2015
Q4 | $24K | Hold |
1,645
| – | -$219 | 0.01% | 608 |
|
2015
Q3 | $27K | Hold |
1,645
| – | – | 0.01% | 608 |
|
2015
Q2 | $29K | Sell |
1,645
-59,484
| -97% | -$1.05M | 0.01% | 644 |
|
2015
Q1 | $1.36M | Buy |
+61,129
| New | +$1.36M | 0.4% | 63 |
|