Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-200
| Closed | – | – | 778 |
|
|
2022
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 2044 |
|
|
2022
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 1930 |
|
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 2023 |
|
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 2042 |
|
|
2021
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 1969 |
|
|
2021
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q2 | $1K | Sell |
200
-100
| -33% | -$500 | ﹤0.01% | 1499 |
|
|
2020
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1038 |
|
|
2019
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 888 |
|
|
2018
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 748 |
|
|
2018
Q2 | – | Sell |
-47
| Closed | -$1K | – | 663 |
|
|
2018
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 904 |
|
|
2017
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 887 |
|
|
2017
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 870 |
|
|
2017
Q2 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 868 |
|