Stratos Wealth Partners’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,305
| Closed | -$76K | – | 1192 |
|
|
2018
Q3 | $76K | Buy |
+4,305
| New | +$76K | ﹤0.01% | 1257 |
|
|
2018
Q2 | – | Sell |
-2,050
| Closed | -$32K | – | 1334 |
|
|
2018
Q1 | $32K | Buy |
2,050
+665
| +48% | +$10.4K | ﹤0.01% | 1806 |
|
|
2017
Q4 | $27K | Buy |
+1,385
| New | +$27K | ﹤0.01% | 1799 |
|
|
2015
Q2 | – | Sell |
-9,709
| Closed | -$213K | – | 540 |
|
|
2015
Q1 | $213K | Buy |
+9,709
| New | +$213K | 0.03% | 533 |
|