Laird Norton Wetherby Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,517
| Closed | -$18.2K | – | 946 |
|
2023
Q1 | $18.2K | Buy |
+13,517
| New | +$18.2K | ﹤0.01% | 909 |
|
2020
Q4 | – | Sell |
-10,510
| Closed | -$37K | – | 882 |
|
2020
Q3 | $37K | Buy |
10,510
+460
| +5% | +$1.62K | ﹤0.01% | 715 |
|
2020
Q2 | $44K | Buy |
+10,050
| New | +$44K | ﹤0.01% | 711 |
|