Joseph P. Lucia & Associates’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,900
| Closed | -$8K | – | 578 |
|
|
2020
Q4 | $8K | Buy |
+1,900
| New | +$8K | 0.01% | 348 |
|
|
2020
Q3 | – | Sell |
-1,900
| Closed | -$8K | – | 167 |
|
|
2020
Q2 | $8K | Hold |
1,900
| – | – | 0.01% | 333 |
|
|
2020
Q1 | $7K | Buy |
+1,900
| New | +$7K | 0.01% | 314 |
|
|
2019
Q4 | – | Sell |
-2,349
| Closed | -$22K | – | 456 |
|
|
2019
Q3 | $22K | Hold |
2,349
| – | – | 0.02% | 234 |
|
|
2019
Q2 | $19K | Buy |
+2,349
| New | +$19K | 0.02% | 247 |
|