MYCIO Wealth Partners’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,400
| Closed | -$88K | – | 105 |
|
|
2019
Q4 | $88K | Hold |
10,400
| – | – | 0.01% | 364 |
|
|
2019
Q3 | $96K | Buy |
+10,400
| New | +$96K | 0.01% | 326 |
|
|
2019
Q2 | – | Hold |
0
| – | -$123K | – | 318 |
|
|
2019
Q1 | – | Hold |
0
| – | -$122K | – | 283 |
|
|
2018
Q4 | – | Hold |
0
| – | -$183K | – | 274 |
|
|
2018
Q3 | – | Hold |
0
| – | -$188K | – | 272 |
|
|
2018
Q2 | – | Hold |
0
| – | -$163K | – | 265 |
|
|
2018
Q1 | – | Hold |
0
| – | -$199K | – | 242 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 235 |
|
|
2016
Q4 | – | Sell |
-530
| Closed | -$12K | – | 321 |
|
|
2016
Q3 | $12K | Buy |
530
+456
| +616% | +$10.3K | ﹤0.01% | 539 |
|
|
2016
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 876 |
|
|
2016
Q1 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 762 |
|