J.P. Morgan Private Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,582
| Closed | -$88K | – | 1439 |
|
|
2019
Q2 | $88K | Sell |
10,582
-196,598
| -95% | -$1.63M | ﹤0.01% | 1341 |
|
|
2019
Q1 | $2.44M | Buy |
207,180
+9,697
| +5% | +$114K | 0.01% | 566 |
|
|
2018
Q4 | $2.32M | Sell |
197,483
-27,879
| -12% | -$327K | 0.01% | 540 |
|
|
2018
Q3 | $3.96M | Buy |
225,362
+1,905
| +0.9% | +$33.4K | 0.02% | 479 |
|
|
2018
Q2 | $4.04M | Buy |
+223,457
| New | +$4.04M | 0.02% | 444 |
|