Steward Partners Investment Advisory’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88 | Hold |
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|
2025
Q2 | $72 | Hold |
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|
2025
Q1 | $48 | Sell |
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|
2024
Q4 | $575 | Sell |
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|
2024
Q3 | $1.19K | Buy |
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|
2024
Q2 | $61 | Hold |
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|
2024
Q1 | $49 | Hold |
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|
2023
Q4 | $75 | Hold |
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|
2023
Q3 | $39 | Hold |
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|
2023
Q2 | $45 | Hold |
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|
2023
Q1 | $27 | Hold |
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|
2022
Q4 | $13 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $13.1K | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $8K | Buy |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q2 | $8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $14K | Sell |
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|
2018
Q1 | $18K | Buy |
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