Orion Portfolio Solutions’s Community Healthcare Trust CHCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $667K | Buy |
36,721
+13,421
| +58% | +$244K | 0.01% | 1271 |
|
|
2024
Q4 | $448K | Sell |
23,300
-3,070
| -12% | -$59K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $479K | Sell |
26,370
-1,218
| -4% | -$22.1K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $645K | Buy |
27,588
+5,550
| +25% | +$130K | 0.01% | 1192 |
|
|
2024
Q1 | $585K | Buy |
22,038
+4,605
| +26% | +$122K | 0.01% | 1202 |
|
|
2023
Q4 | $451K | Sell |
17,433
-3,155
| -15% | -$81.6K | 0.01% | 1250 |
|
|
2023
Q3 | $611K | Sell |
20,588
-205
| -1% | -$6.09K | 0.01% | 1132 |
|
|
2023
Q2 | $687K | Sell |
20,793
-274
| -1% | -$9.05K | 0.01% | 1094 |
|
|
2023
Q1 | $771K | Buy |
+21,067
| New | +$771K | 0.01% | 984 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$3K | – | 702 |
|
|
2020
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1625 |
|