Tyler-Stone Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,607
| Closed | -$14.1K | – | 440 |
|
|
2024
Q2 | $14.1K | Buy |
4,607
+10
| +0.2% | +$30 | 0.01% | 579 |
|
|
2024
Q1 | $11.3K | Buy |
4,597
+16
| +0.3% | +$39 | 0.01% | 625 |
|
|
2023
Q4 | $17.1K | Buy |
4,581
+21
| +0.5% | +$79 | 0.01% | 520 |
|
|
2023
Q3 | $9K | Buy |
4,560
+17
| +0.4% | +$34 | 0.01% | 620 |
|
|
2023
Q2 | $10K | Buy |
+4,543
| New | +$10K | 0.01% | 603 |
|
|
2022
Q4 | $3K | Buy |
4,437
+41
| +0.9% | +$28 | ﹤0.01% | 699 |
|
|
2022
Q3 | $4K | Buy |
4,396
+23
| +0.5% | +$21 | ﹤0.01% | 660 |
|
|
2022
Q2 | $8K | Buy |
4,373
+20
| +0.5% | +$37 | 0.01% | 590 |
|
|
2022
Q1 | $14K | Buy |
4,353
+14
| +0.3% | +$45 | 0.01% | 511 |
|
|
2021
Q4 | $13K | Buy |
+4,339
| New | +$13K | 0.01% | 555 |
|