SWA
DHC
Sutton Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41
| Closed | -$131 | – | 1659 |
|
|
2022
Q1 | $131 | Sell |
41
-33
| -45% | -$105 | ﹤0.01% | 1598 |
|
|
2021
Q4 | $229 | Sell |
74
-3,817
| -98% | -$11.8K | ﹤0.01% | 1624 |
|
|
2021
Q3 | $13.2K | Sell |
3,891
-109
| -3% | -$369 | ﹤0.01% | 821 |
|
|
2021
Q2 | $16.7K | Hold |
4,000
| – | – | 0.01% | 756 |
|
|
2021
Q1 | $19.1K | Hold |
4,000
| – | – | 0.01% | 685 |
|
|
2020
Q4 | $16.5K | Buy |
4,000
+377
| +10% | +$1.55K | 0.01% | 665 |
|
|
2020
Q3 | $12.8K | Buy |
+3,623
| New | +$12.8K | 0.01% | 671 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$236 | – | 1186 |
|
|
2019
Q1 | $236 | Hold |
20
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q4 | $234 | Hold |
20
| – | – | ﹤0.01% | 1115 |
|
|
2018
Q3 | $351 | Hold |
20
| – | – | ﹤0.01% | 1108 |
|
|
2018
Q2 | $362 | Hold |
20
| – | – | ﹤0.01% | 1108 |
|
|
2018
Q1 | $313 | Buy |
+20
| New | +$313 | ﹤0.01% | 1107 |
|