TCI Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-581
| Closed | -$1K | – | 2314 |
|
|
2022
Q2 | $1K | Sell |
581
-917
| -61% | -$1.58K | ﹤0.01% | 2115 |
|
|
2022
Q1 | $5K | Hold |
1,498
| – | – | ﹤0.01% | 1517 |
|
|
2021
Q4 | $5K | Buy |
+1,498
| New | +$5K | ﹤0.01% | 1637 |
|
|
2021
Q3 | – | Sell |
-810
| Closed | -$3K | – | 2404 |
|
|
2021
Q2 | $3K | Buy |
810
+447
| +123% | +$1.66K | ﹤0.01% | 1712 |
|
|
2021
Q1 | $2K | Buy |
+363
| New | +$2K | ﹤0.01% | 1698 |
|
|
2019
Q4 | – | Sell |
-80
| Closed | -$1K | – | 1557 |
|
|
2019
Q3 | $1K | Sell |
80
-101
| -56% | -$1.26K | ﹤0.01% | 1252 |
|
|
2019
Q2 | $1K | Buy |
+181
| New | +$1K | ﹤0.01% | 1171 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | – | – | 1424 |
|
|
2018
Q4 | $0 | Sell |
42
-233
| -85% | – | ﹤0.01% | 1469 |
|
|
2018
Q3 | $5K | Hold |
275
| – | – | ﹤0.01% | 773 |
|
|
2018
Q2 | $5K | Buy |
275
+109
| +66% | +$1.98K | ﹤0.01% | 768 |
|
|
2018
Q1 | $3K | Hold |
166
| – | – | ﹤0.01% | 838 |
|
|
2017
Q4 | $3K | Hold |
166
| – | – | ﹤0.01% | 892 |
|
|
2017
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 835 |
|
|
2017
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 866 |
|
|
2017
Q1 | $3K | Sell |
166
-43
| -21% | -$777 | ﹤0.01% | 834 |
|
|
2016
Q4 | $4K | Hold |
209
| – | – | ﹤0.01% | 812 |
|
|
2016
Q3 | $5K | Buy |
209
+43
| +26% | +$1.03K | ﹤0.01% | 723 |
|
|
2016
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 830 |
|
|
2016
Q1 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 832 |
|