Rothschild Investment LLC’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52K | Buy |
705
+310
| +78% | +$1.11K | ﹤0.01% | 1903 |
|
|
2025
Q1 | $948 | Buy |
395
+200
| +103% | +$480 | ﹤0.01% | 2372 |
|
|
2024
Q4 | $449 | Sell |
195
-145
| -43% | -$334 | ﹤0.01% | 2575 |
|
|
2024
Q3 | $1.43K | Buy |
340
+185
| +119% | +$775 | ﹤0.01% | 1918 |
|
|
2024
Q2 | $473 | Buy |
155
+105
| +210% | +$320 | ﹤0.01% | 2052 |
|
|
2024
Q1 | $123 | Buy |
+50
| New | +$123 | ﹤0.01% | 2077 |
|
|
2016
Q3 | – | Sell |
-9,835
| Closed | -$205K | – | 479 |
|
|
2016
Q2 | $205K | Buy |
+9,835
| New | +$205K | 0.03% | 418 |
|
|
2015
Q4 | – | Sell |
-10,125
| Closed | -$163K | – | 497 |
|
|
2015
Q3 | $163K | Buy |
+10,125
| New | +$163K | 0.02% | 440 |
|
|
2015
Q1 | – | Sell |
-9,268
| Closed | -$203K | – | 503 |
|
|
2014
Q4 | $203K | Buy |
+9,268
| New | +$203K | 0.02% | 454 |
|