SDWIA
DHC

Schwarz Dygos Wheeler Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,080
Closed -$103K – 84
2019
Q3 		$103K Hold
11,080
– – 0.08% 80
2019
Q2 		$92K Hold
11,080
– – 0.08% 81
2019
Q1 		$131K Buy
11,080
+1,080
+11% +$12.8K 0.11% 75
2018
Q4 		$117K Buy
+10,000
New +$117K 0.13% 67