Harvest Group Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-120
| Closed | – | – | 201 |
|
2020
Q4 | $0 | Hold |
120
| – | – | ﹤0.01% | 690 |
|
2020
Q3 | $0 | Hold |
120
| – | – | ﹤0.01% | 632 |
|
2020
Q2 | $0 | Buy |
+120
| New | – | ﹤0.01% | 564 |
|
2019
Q4 | – | Sell |
-422
| Closed | -$4K | – | 984 |
|
2019
Q3 | $4K | Buy |
422
+70
| +20% | +$664 | ﹤0.01% | 461 |
|
2019
Q2 | $2K | Sell |
352
-3
| -0.8% | -$17 | ﹤0.01% | 522 |
|
2019
Q1 | $4K | Buy |
+355
| New | +$4K | ﹤0.01% | 419 |
|