United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $135K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $85K | Sell |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $127K | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $240K | Buy |
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|
2018
Q1 | $163K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $246K | Buy |
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|
2017
Q2 | $255K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $858K | Buy |
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