JWM
DHC
Jacobus Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $167K | Hold |
8,565
| – | – | 0.04% | 178 |
|
|
2017
Q2 | $175K | Hold |
8,565
| – | – | 0.05% | 173 |
|
|
2017
Q1 | $173K | Hold |
8,565
| – | – | 0.05% | 168 |
|
|
2016
Q4 | $162K | Hold |
8,565
| – | – | 0.05% | 169 |
|
|
2016
Q3 | $195K | Hold |
8,565
| – | – | 0.06% | 174 |
|
|
2016
Q2 | $178K | Hold |
8,565
| – | – | 0.05% | 172 |
|
|
2016
Q1 | $153K | Hold |
8,565
| – | – | 0.04% | 228 |
|
|
2015
Q4 | $127K | Hold |
8,565
| – | – | 0.04% | 249 |
|
|
2015
Q3 | $139K | Hold |
8,565
| – | – | 0.04% | 244 |
|
|
2015
Q2 | $150K | Hold |
8,565
| – | – | 0.04% | 249 |
|
|
2015
Q1 | $190K | Hold |
8,565
| – | – | 0.05% | 217 |
|
|
2014
Q4 | $189K | Hold |
8,565
| – | – | 0.05% | 213 |
|
|
2014
Q3 | $179K | Hold |
8,565
| – | – | 0.05% | 216 |
|
|
2014
Q2 | $208K | Hold |
8,565
| – | – | 0.05% | 207 |
|
|
2014
Q1 | $192K | Hold |
8,565
| – | – | 0.05% | 217 |
|
|
2013
Q4 | $190K | Buy |
+8,565
| New | +$190K | 0.06% | 216 |
|