IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$17 | – | 4190 |
|
|
2025
Q1 | $17 | Hold |
7
| – | – | ﹤0.01% | 4185 |
|
|
2024
Q4 | $16 | Buy |
+7
| New | +$16 | ﹤0.01% | 4481 |
|
|
2023
Q3 | – | Sell |
-385
| Closed | -$866 | – | 3363 |
|
|
2023
Q2 | $866 | Hold |
385
| – | – | ﹤0.01% | 3111 |
|
|
2023
Q1 | $3.17K | Sell |
385
-99
| -20% | -$816 | ﹤0.01% | 2744 |
|
|
2022
Q4 | $10K | Sell |
484
-445
| -48% | -$9.19K | ﹤0.01% | 3370 |
|
|
2022
Q3 | $14K | Buy |
929
+235
| +34% | +$3.54K | ﹤0.01% | 3380 |
|
|
2022
Q2 | $12K | Hold |
694
| – | – | ﹤0.01% | 3245 |
|
|
2022
Q1 | $12K | Buy |
694
+309
| +80% | +$5.34K | ﹤0.01% | 3245 |
|
|
2021
Q4 | $1K | Hold |
385
| – | – | ﹤0.01% | 2927 |
|
|
2021
Q3 | $1K | Hold |
385
| – | – | ﹤0.01% | 2944 |
|
|
2021
Q2 | $2K | Sell |
385
-733
| -66% | -$3.81K | ﹤0.01% | 2705 |
|
|
2021
Q1 | $6K | Hold |
1,118
| – | – | ﹤0.01% | 2313 |
|
|
2020
Q4 | $5K | Sell |
1,118
-1,000
| -47% | -$4.47K | ﹤0.01% | 2300 |
|
|
2020
Q3 | $8K | Sell |
2,118
-964
| -31% | -$3.64K | ﹤0.01% | 1967 |
|
|
2020
Q2 | $13K | Sell |
3,082
-777
| -20% | -$3.28K | ﹤0.01% | 1712 |
|
|
2020
Q1 | $15K | Buy |
3,859
+129
| +3% | +$501 | ﹤0.01% | 1587 |
|
|
2019
Q4 | $29K | Buy |
3,730
+227
| +6% | +$1.77K | ﹤0.01% | 1464 |
|
|
2019
Q3 | $32K | Buy |
+3,503
| New | +$32K | ﹤0.01% | 1564 |
|
|
2019
Q1 | $105K | Sell |
8,812
-10,773
| -55% | -$128K | 0.01% | 672 |
|
|
2018
Q4 | $230K | Sell |
19,585
-4,996
| -20% | -$58.7K | 0.01% | 806 |
|
|
2018
Q3 | $432K | Buy |
24,581
+832
| +4% | +$14.6K | 0.02% | 732 |
|
|
2018
Q2 | $430K | Sell |
23,749
-318
| -1% | -$5.76K | 0.02% | 726 |
|
|
2018
Q1 | $461K | Hold |
24,067
| – | – | 0.02% | 652 |
|
|
2017
Q4 | $461K | Sell |
24,067
-4,018
| -14% | -$77K | 0.02% | 650 |
|
|
2017
Q3 | $549K | Buy |
28,085
+3,784
| +16% | +$74K | 0.02% | 651 |
|
|
2017
Q2 | $497K | Buy |
24,301
+1,458
| +6% | +$29.8K | 0.02% | 684 |
|
|
2017
Q1 | $463K | Sell |
22,843
-2,962
| -11% | -$60K | 0.02% | 715 |
|
|
2016
Q4 | $488K | Buy |
25,805
+7,028
| +37% | +$133K | 0.02% | 624 |
|
|
2016
Q3 | $426K | Buy |
18,777
+165
| +0.9% | +$3.74K | 0.02% | 623 |
|
|
2016
Q2 | $388K | Buy |
18,612
+9,800
| +111% | +$204K | 0.02% | 650 |
|
|
2016
Q1 | $105K | Sell |
8,812
-7,382
| -46% | -$88K | 0.01% | 672 |
|
|
2015
Q4 | $240K | Buy |
+16,194
| New | +$240K | 0.02% | 760 |
|