IPG Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-53,700
| Closed | -$943K | – | 153 |
|
|
2018
Q3 | $943K | Sell |
53,700
-1,400
| -3% | -$24.6K | 0.3% | 51 |
|
|
2018
Q2 | $997K | Sell |
55,100
-560
| -1% | -$10.1K | 0.35% | 43 |
|
|
2018
Q1 | $872K | Sell |
55,660
-1,940
| -3% | -$30.4K | 0.28% | 50 |
|
|
2017
Q4 | $1.1M | Sell |
57,600
-3,640
| -6% | -$69.7K | 0.46% | 40 |
|
|
2017
Q3 | $1.2M | Sell |
61,240
-490
| -0.8% | -$9.58K | 0.41% | 41 |
|
|
2017
Q2 | $1.26M | Buy |
+61,730
| New | +$1.26M | 0.51% | 33 |
|