OBWG
DHC
Onyx Bridge Wealth Group’s Diversified Healthcare Trust DHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $65.9K | Hold |
18,400
| – | – | 0.01% | 307 |
|
2025
Q1 | $44.2K | Hold |
18,400
| – | – | 0.01% | 286 |
|
2024
Q4 | $42.3K | Hold |
18,400
| – | – | 0.01% | 279 |
|
2024
Q3 | $77.1K | Sell |
18,400
-25
| -0.1% | -$105 | 0.01% | 276 |
|
2024
Q2 | $56.2K | Hold |
18,425
| – | – | 0.01% | 266 |
|
2024
Q1 | $44.8K | Hold |
18,425
| – | – | 0.01% | 257 |
|
2023
Q4 | $68.9K | Sell |
18,425
-75
| -0.4% | -$281 | 0.01% | 246 |
|
2023
Q3 | $35.9K | Sell |
18,500
-900
| -5% | -$1.75K | 0.01% | 232 |
|
2023
Q2 | $43.7K | Buy |
19,400
+3,900
| +25% | +$8.78K | 0.01% | 233 |
|
2023
Q1 | $20.9K | Hold |
15,500
| – | – | 0.01% | 183 |
|
2022
Q4 | $11.8K | Buy |
15,500
+2,000
| +15% | +$1.52K | ﹤0.01% | 182 |
|
2022
Q3 | $13K | Hold |
13,500
| – | – | 0.01% | 170 |
|
2022
Q2 | $24K | Hold |
13,500
| – | – | 0.01% | 161 |
|
2022
Q1 | $31K | Hold |
13,500
| – | – | 0.01% | 154 |
|
2021
Q4 | $44K | Sell |
13,500
-575
| -4% | -$1.87K | 0.01% | 170 |
|
2021
Q3 | $52K | Hold |
14,075
| – | – | 0.02% | 155 |
|
2021
Q2 | $57K | Sell |
14,075
-400
| -3% | -$1.62K | 0.02% | 125 |
|
2021
Q1 | $69K | Sell |
14,475
-289
| -2% | -$1.38K | 0.03% | 110 |
|
2020
Q4 | $61K | Buy |
+14,764
| New | +$61K | 0.04% | 71 |
|