KMS Financial Services’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $809K | Sell |
39,024
-5,196
| -12% | -$108K | 0.11% | 181 |
|
|
2014
Q2 | $1.07M | Sell |
44,220
-154
| -0.3% | -$3.71K | 0.15% | 149 |
|
|
2014
Q1 | $988K | Sell |
44,374
-1,478
| -3% | -$32.9K | 0.16% | 151 |
|
|
2013
Q4 | $1.01M | Buy |
45,852
+1,634
| +4% | +$36K | 0.17% | 137 |
|
|
2013
Q3 | $1.02M | Buy |
44,218
+3,958
| +10% | +$91.5K | 0.25% | 103 |
|
|
2013
Q2 | $1.04M | Buy |
+40,260
| New | +$1.04M | 0.29% | 88 |
|