OWA
CHCT
Outlook Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,477
| Closed | -$696K | – | 192 |
|
|
2022
Q1 | $696K | Buy |
16,477
+49
| +0.3% | +$2.07K | 0.23% | 105 |
|
|
2021
Q4 | $777K | Buy |
16,428
+465
| +3% | +$22K | 0.23% | 101 |
|
|
2021
Q3 | $721K | Buy |
15,963
+2,494
| +19% | +$113K | 0.24% | 103 |
|
|
2021
Q2 | $639K | Buy |
13,469
+1,568
| +13% | +$74.4K | 0.2% | 125 |
|
|
2021
Q1 | $549K | Buy |
11,901
+1,469
| +14% | +$67.8K | 0.19% | 135 |
|
|
2020
Q4 | $491K | Buy |
10,432
+1,995
| +24% | +$93.9K | 0.18% | 131 |
|
|
2020
Q3 | $395K | Buy |
+8,437
| New | +$395K | 0.16% | 128 |
|