United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,261
| Closed | -$85K | – | 1342 |
|
|
2019
Q2 | $85K | Sell |
10,261
-559
| -5% | -$4.63K | ﹤0.01% | 1390 |
|
|
2019
Q1 | $127K | Sell |
10,820
-15
| -0.1% | -$176 | ﹤0.01% | 1279 |
|
|
2018
Q4 | $127K | Sell |
10,835
-3,327
| -23% | -$39K | ﹤0.01% | 1232 |
|
|
2018
Q3 | $249K | Buy |
14,162
+922
| +7% | +$16.2K | ﹤0.01% | 1183 |
|
|
2018
Q2 | $240K | Buy |
13,240
+2,832
| +27% | +$51.3K | ﹤0.01% | 1171 |
|
|
2018
Q1 | $163K | Buy |
+10,408
| New | +$163K | ﹤0.01% | 1251 |
|
|
2017
Q4 | – | Sell |
-12,572
| Closed | -$246K | – | 1318 |
|
|
2017
Q3 | $246K | Buy |
12,572
+98
| +0.8% | +$1.92K | ﹤0.01% | 1182 |
|
|
2017
Q2 | $255K | Buy |
+12,474
| New | +$255K | ﹤0.01% | 1129 |
|
|
2015
Q4 | – | Sell |
-53,465
| Closed | -$858K | – | 1225 |
|
|
2015
Q3 | $858K | Buy |
+53,465
| New | +$858K | 0.01% | 735 |
|