Jones Financial Companies’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-700
| Closed | -$1.73K | – | 4058 |
|
|
2025
Q1 | $1.73K | Hold |
700
| – | – | ﹤0.01% | 3277 |
|
|
2024
Q4 | $1.61K | Hold |
700
| – | – | ﹤0.01% | 3045 |
|
|
2024
Q3 | $2.64K | Hold |
700
| – | – | ﹤0.01% | 2607 |
|
|
2024
Q2 | $2.14K | Buy |
+700
| New | +$2.14K | ﹤0.01% | 2144 |
|
|
2013
Q3 | – | Sell |
-605
| Closed | -$16K | – | 737 |
|
|
2013
Q2 | $16K | Buy |
+605
| New | +$16K | ﹤0.01% | 505 |
|