Winch Advisory Services’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 |
-61
| Closed | -$187 | – | 467 |
|
|
2024
Q2 | $187 | Hold |
61
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $150 | Hold |
61
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $227 | Buy |
61
+1
| +2% | +$4 | ﹤0.01% | 419 |
|
|
2023
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $0 | Buy |
60
+1
| +2% | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $0 | Buy |
59
+1
| +2% | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $0 | Hold |
58
| – | – | ﹤0.01% | 407 |
|
|
2022
Q2 | $0 | Hold |
58
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $0 | Hold |
58
| – | – | ﹤0.01% | 465 |
|
|
2021
Q4 | $0 | Hold |
58
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $0 | Hold |
58
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $0 | Buy |
58
+1
| +2% | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $0 | Hold |
57
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $0 | Hold |
57
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $0 | Hold |
57
| – | – | ﹤0.01% | 396 |
|
|
2020
Q2 | $0 | Hold |
57
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $0 | Buy |
57
+1
| +2% | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $0 | Buy |
56
+1
| +2% | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $1K | Buy |
55
+1
| +2% | +$18 | ﹤0.01% | 322 |
|
|
2019
Q2 | $0 | Buy |
54
+1
| +2% | – | ﹤0.01% | 440 |
|
|
2019
Q1 | $1K | Buy |
53
+2
| +4% | +$38 | ﹤0.01% | 349 |
|
|
2018
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 319 |
|