Pathstone Family Office’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,347
| Closed | -$116K | – | 1060 |
|
|
2022
Q1 | $116K | Buy |
27,347
+9,063
| +50% | +$38.4K | ﹤0.01% | 919 |
|
|
2021
Q4 | $56K | Hold |
18,284
| – | – | ﹤0.01% | 871 |
|
|
2021
Q3 | $62K | Hold |
18,284
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $76K | Sell |
18,284
-105
| -0.6% | -$436 | ﹤0.01% | 794 |
|
|
2021
Q1 | $88K | Buy |
+18,389
| New | +$88K | ﹤0.01% | 624 |
|
|
2014
Q1 | – | Sell |
-656
| Closed | -$14K | – | 197 |
|
|
2013
Q4 | $14K | Buy |
+656
| New | +$14K | 0.03% | 118 |
|
|
2013
Q3 | – | Sell |
-656
| Closed | -$17K | – | 334 |
|
|
2013
Q2 | $17K | Buy |
+656
| New | +$17K | 0.02% | 205 |
|