Sowell Financial Services’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-22
| Closed | – | – | 1054 |
|
2021
Q1 | $0 | Sell |
22
-2
| -8% | – | ﹤0.01% | 3141 |
|
2020
Q4 | $0 | Hold |
24
| – | – | ﹤0.01% | 2721 |
|
2020
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 2567 |
|
2020
Q2 | $0 | Sell |
24
-18
| -43% | – | ﹤0.01% | 2500 |
|
2020
Q1 | $0 | Buy |
42
+17
| +68% | – | ﹤0.01% | 2471 |
|
2019
Q4 | $0 | Sell |
25
-3
| -11% | – | ﹤0.01% | 2535 |
|
2019
Q3 | $0 | Buy |
+28
| New | – | ﹤0.01% | 2401 |
|
2017
Q1 | – | Sell |
-1,084
| Closed | -$21K | – | 325 |
|
2016
Q4 | $21K | Buy |
+1,084
| New | +$21K | 0.01% | 418 |
|