Winthrop Partners - WNY’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 | $217K | Buy |
+23,500
| New | +$217K | 0.15% | 106 |
|
|
2018
Q4 | – | Sell |
-19,500
| Closed | -$342K | – | 247 |
|
|
2018
Q3 | $342K | Buy |
19,500
+2,500
| +15% | +$43.9K | 0.28% | 81 |
|
|
2018
Q2 | $308K | Hold |
17,000
| – | – | 0.26% | 90 |
|
|
2018
Q1 | $266K | Hold |
17,000
| – | – | 0.2% | 103 |
|
|
2017
Q4 | $272K | Buy |
+17,000
| New | +$272K | 0.22% | 103 |
|