LPL Financial’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 | $137K | Buy |
38,178
+5,531
| +17% | +$19.8K | ﹤0.01% | 5048 |
|
|
2025
Q1 | $78.4K | Sell |
32,647
-3,189
| -9% | -$7.65K | ﹤0.01% | 4960 |
|
|
2024
Q4 | $82.4K | Buy |
35,836
+2,189
| +7% | +$5.04K | ﹤0.01% | 4905 |
|
|
2024
Q3 | $141K | Sell |
33,647
-5,331
| -14% | -$22.3K | ﹤0.01% | 4713 |
|
|
2024
Q2 | $119K | Buy |
+38,978
| New | +$119K | ﹤0.01% | 4603 |
|
|
2023
Q4 | – | Sell |
-10,869
| Closed | -$21.1K | – | 4748 |
|
|
2023
Q3 | $21.1K | Sell |
10,869
-60
| -0.5% | -$116 | ﹤0.01% | 4544 |
|
|
2023
Q2 | $24.6K | Buy |
+10,929
| New | +$24.6K | ﹤0.01% | 4446 |
|
|
2023
Q1 | – | Sell |
-12,926
| Closed | -$8.36K | – | 4480 |
|
|
2022
Q4 | $8.36K | Buy |
12,926
+1,337
| +12% | +$865 | ﹤0.01% | 4398 |
|
|
2022
Q3 | $11K | Sell |
11,589
-27,842
| -71% | -$26.4K | ﹤0.01% | 4332 |
|
|
2022
Q2 | $72K | Buy |
39,431
+23,560
| +148% | +$43K | ﹤0.01% | 4154 |
|
|
2022
Q1 | $51K | Buy |
15,871
+999
| +7% | +$3.21K | ﹤0.01% | 4032 |
|
|
2021
Q4 | $46K | Sell |
14,872
-1,066
| -7% | -$3.3K | ﹤0.01% | 4227 |
|
|
2021
Q3 | $54K | Buy |
15,938
+1,405
| +10% | +$4.76K | ﹤0.01% | 4194 |
|
|
2021
Q2 | $61K | Sell |
14,533
-1,684
| -10% | -$7.07K | ﹤0.01% | 4097 |
|
|
2021
Q1 | $78K | Sell |
16,217
-7,765
| -32% | -$37.3K | ﹤0.01% | 3931 |
|
|
2020
Q4 | $99K | Sell |
23,982
-27,017
| -53% | -$112K | ﹤0.01% | 3663 |
|
|
2020
Q3 | $180K | Sell |
50,999
-1,750
| -3% | -$6.18K | ﹤0.01% | 3216 |
|
|
2020
Q2 | $233K | Sell |
52,749
-1,645
| -3% | -$7.27K | ﹤0.01% | 2997 |
|
|
2020
Q1 | $197K | Sell |
54,394
-14,575
| -21% | -$52.8K | ﹤0.01% | 2805 |
|
|
2019
Q4 | $582K | Buy |
68,969
+9,585
| +16% | +$80.9K | ﹤0.01% | 2236 |
|
|
2019
Q3 | $550K | Sell |
59,384
-9,789
| -14% | -$90.7K | ﹤0.01% | 2184 |
|
|
2019
Q2 | $572K | Sell |
69,173
-67,209
| -49% | -$556K | ﹤0.01% | 2169 |
|
|
2019
Q1 | $1.61M | Buy |
136,382
+34,791
| +34% | +$410K | ﹤0.01% | 1317 |
|
|
2018
Q4 | $1.19M | Buy |
101,591
+17,242
| +20% | +$202K | ﹤0.01% | 1391 |
|
|
2018
Q3 | $1.48M | Buy |
84,349
+860
| +1% | +$15.1K | ﹤0.01% | 1372 |
|
|
2018
Q2 | $1.51M | Sell |
83,489
-47,119
| -36% | -$852K | ﹤0.01% | 1326 |
|
|
2018
Q1 | $2.05M | Sell |
130,608
-1,966
| -1% | -$30.8K | 0.01% | 1104 |
|
|
2017
Q4 | $2.54M | Buy |
132,574
+22,443
| +20% | +$430K | 0.01% | 921 |
|
|
2017
Q3 | $2.15M | Buy |
110,131
+7,787
| +8% | +$152K | 0.01% | 950 |
|
|
2017
Q2 | $2.09M | Buy |
102,344
+6,282
| +7% | +$128K | 0.01% | 906 |
|
|
2017
Q1 | $1.99M | Buy |
96,062
+3,992
| +4% | +$82.8K | 0.01% | 845 |
|
|
2016
Q4 | $1.76M | Sell |
92,070
-6,622
| -7% | -$126K | 0.01% | 877 |
|
|
2016
Q3 | $2.18M | Sell |
98,692
-11,600
| -11% | -$256K | 0.02% | 731 |
|
|
2016
Q2 | $2.36M | Sell |
110,292
-117,113
| -51% | -$2.51M | 0.02% | 678 |
|
|
2016
Q1 | $4.01M | Buy |
227,405
+53,591
| +31% | +$946K | 0.01% | 819 |
|
|
2015
Q4 | $2.69M | Buy |
173,814
+83,240
| +92% | +$1.29M | 0.01% | 998 |
|
|
2015
Q3 | $1.51M | Buy |
90,574
+18,402
| +25% | +$306K | 0.01% | 982 |
|
|
2015
Q2 | $1.27M | Buy |
72,172
+1,861
| +3% | +$32.9K | 0.01% | 1187 |
|
|
2015
Q1 | $1.54M | Sell |
70,311
-15,450
| -18% | -$338K | 0.01% | 1070 |
|
|
2014
Q4 | $1.88M | Buy |
85,761
+12,425
| +17% | +$272K | 0.01% | 927 |
|
|
2014
Q3 | $1.52M | Buy |
73,336
+11,019
| +18% | +$229K | 0.01% | 1025 |
|
|
2014
Q2 | $1.5M | Buy |
62,317
+22,150
| +55% | +$533K | 0.01% | 1069 |
|
|
2014
Q1 | $895K | Buy |
40,167
+7,805
| +24% | +$174K | 0.01% | 1334 |
|
|
2013
Q4 | $713K | Sell |
32,362
-1,118
| -3% | -$24.6K | ﹤0.01% | 1480 |
|
|
2013
Q3 | $803K | Sell |
33,480
-8,570
| -20% | -$206K | 0.01% | 1319 |
|
|
2013
Q2 | $1.08M | Buy |
+42,050
| New | +$1.08M | 0.01% | 1073 |
|