Steward Partners Investment Advisory’s Community Healthcare Trust CHCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-260
| Closed | -$9.52K | – | 3331 |
|
|
2023
Q1 | $9.52K | Buy |
+260
| New | +$9.52K | ﹤0.01% | 2560 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$13.8K | – | 7138 |
|
|
2021
Q1 | $13.8K | Buy |
+300
| New | +$13.8K | ﹤0.01% | 2645 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$8K | – | 2511 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2078 |
|
|
2019
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2113 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$6K | – | 976 |
|
|
2018
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2051 |
|
|
2018
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1918 |
|
|
2018
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1772 |
|