Plante Moran Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$3.23K | – | 825 |
|
|
2022
Q4 | $3.23K | Buy |
+5,000
| New | +$3.23K | ﹤0.01% | 710 |
|
|
2015
Q1 | – | Sell |
-32
| Closed | -$1K | – | 733 |
|
|
2014
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 774 |
|
|
2013
Q3 | – | Sell |
-404
| Closed | -$10K | – | 639 |
|
|
2013
Q2 | $10K | Buy |
+404
| New | +$10K | 0.01% | 345 |
|