Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-544
| Closed | -$12K | – | 409 |
|
|
2016
Q3 | $12K | Sell |
544
-225
| -29% | -$4.96K | ﹤0.01% | 714 |
|
|
2016
Q2 | $16K | Buy |
769
+190
| +33% | +$3.95K | 0.01% | 639 |
|
|
2016
Q1 | $10K | Sell |
579
-1,825
| -76% | -$31.5K | ﹤0.01% | 692 |
|
|
2015
Q4 | $36K | Sell |
2,404
-297
| -11% | -$4.45K | 0.02% | 455 |
|
|
2015
Q3 | $43K | Buy |
2,701
+1,566
| +138% | +$24.9K | 0.02% | 412 |
|
|
2015
Q2 | $20K | Sell |
1,135
-270
| -19% | -$4.76K | 0.01% | 603 |
|
|
2015
Q1 | $30K | Buy |
+1,405
| New | +$30K | 0.01% | 473 |
|