Independent Advisor Alliance’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,320
| Closed | -$47K | – | 545 |
|
|
2020
Q3 | $47K | Sell |
13,320
-18,157
| -58% | -$64.1K | ﹤0.01% | 484 |
|
|
2020
Q2 | $139K | Sell |
31,477
-22,266
| -41% | -$98.3K | 0.01% | 455 |
|
|
2020
Q1 | $195K | Sell |
53,743
-1,997
| -4% | -$7.25K | 0.03% | 363 |
|
|
2019
Q4 | $470K | Sell |
55,740
-2,282
| -4% | -$19.2K | 0.02% | 548 |
|
|
2019
Q3 | $537K | Sell |
58,022
-284
| -0.5% | -$2.63K | 0.07% | 245 |
|
|
2019
Q2 | $482K | Sell |
58,306
-3,609
| -6% | -$29.8K | 0.07% | 226 |
|
|
2019
Q1 | $729K | Buy |
61,915
+2,534
| +4% | +$29.8K | 0.1% | 179 |
|
|
2018
Q4 | $696K | Buy |
59,381
+1,750
| +3% | +$20.5K | 0.12% | 159 |
|
|
2018
Q3 | $991K | Buy |
57,631
+2,858
| +5% | +$49.1K | 0.18% | 123 |
|
|
2018
Q2 | $991K | Buy |
+54,773
| New | +$991K | 0.21% | 116 |
|