Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-909
| Closed | -$11K | – | 855 |
|
|
2019
Q1 | $11K | Buy |
909
+511
| +128% | +$6.18K | ﹤0.01% | 1481 |
|
|
2018
Q4 | $5K | Sell |
398
-483
| -55% | -$6.07K | ﹤0.01% | 1712 |
|
|
2018
Q3 | $15K | Sell |
881
-81
| -8% | -$1.38K | ﹤0.01% | 1402 |
|
|
2018
Q2 | $17K | Buy |
962
+209
| +28% | +$3.69K | ﹤0.01% | 1370 |
|
|
2018
Q1 | $12K | Sell |
753
-270
| -26% | -$4.3K | ﹤0.01% | 1489 |
|
|
2017
Q4 | $20K | Sell |
1,023
-377
| -27% | -$7.37K | ﹤0.01% | 1324 |
|
|
2017
Q3 | $27K | Buy |
1,400
+192
| +16% | +$3.7K | ﹤0.01% | 1192 |
|
|
2017
Q2 | $25K | Buy |
1,208
+500
| +71% | +$10.3K | ﹤0.01% | 1179 |
|
|
2017
Q1 | $14K | Buy |
708
+112
| +19% | +$2.22K | ﹤0.01% | 1197 |
|
|
2016
Q4 | $11K | Hold |
596
| – | – | ﹤0.01% | 1191 |
|
|
2016
Q3 | $14K | Buy |
596
+351
| +143% | +$8.25K | ﹤0.01% | 1164 |
|
|
2016
Q2 | $5K | Hold |
245
| – | – | ﹤0.01% | 1336 |
|
|
2016
Q1 | $4K | Buy |
245
+9
| +4% | +$147 | ﹤0.01% | 1383 |
|
|
2015
Q4 | $4K | Buy |
+236
| New | +$4K | ﹤0.01% | 1389 |
|