WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $422K | Buy |
20,639
+3,989
| +24% | +$81.6K | 0.1% | 223 |
|
|
2017
Q1 | $337K | Sell |
16,650
-2,959
| -15% | -$59.9K | 0.09% | 239 |
|
|
2016
Q4 | $371K | Buy |
19,609
+5,511
| +39% | +$104K | 0.09% | 242 |
|
|
2016
Q3 | $320K | Buy |
14,098
+13,358
| +1,805% | +$303K | 0.08% | 252 |
|
|
2016
Q2 | $15K | Hold |
740
| – | – | ﹤0.01% | 977 |
|
|
2016
Q1 | $13K | Hold |
740
| – | – | ﹤0.01% | 978 |
|
|
2015
Q4 | $11K | Sell |
740
-37
| -5% | -$550 | ﹤0.01% | 1048 |
|
|
2015
Q3 | $12K | Buy |
777
+1
| +0.1% | +$15 | ﹤0.01% | 1040 |
|
|
2015
Q2 | $14K | Sell |
776
-3,354
| -81% | -$60.5K | ﹤0.01% | 1084 |
|
|
2015
Q1 | $91K | Buy |
4,130
+800
| +24% | +$17.6K | 0.03% | 560 |
|
|
2014
Q4 | $73K | Buy |
3,330
+566
| +20% | +$12.4K | 0.01% | 741 |
|
|
2014
Q3 | $57K | Sell |
2,764
-19
| -0.7% | -$392 | 0.01% | 879 |
|
|
2014
Q2 | $67K | Buy |
2,783
+8
| +0.3% | +$193 | 0.01% | 800 |
|
|
2014
Q1 | $62K | Buy |
2,775
+255
| +10% | +$5.7K | 0.01% | 820 |
|
|
2013
Q4 | $56K | Sell |
2,520
-1,254
| -33% | -$27.9K | 0.01% | 950 |
|
|
2013
Q3 | $87K | Buy |
3,774
+2,389
| +172% | +$55.1K | 0.01% | 744 |
|
|
2013
Q2 | $36K | Buy |
+1,385
| New | +$36K | 0.01% | 1005 |
|