1WA
180 Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-999
| Closed | -$258K | – | 378 |
|
|
2022
Q3 | $258K | Buy |
999
+34
| +4% | +$8.78K | 0.07% | 273 |
|
|
2022
Q2 | $249K | Buy |
965
+224
| +30% | +$57.8K | 0.06% | 302 |
|
|
2022
Q1 | $202K | Buy |
+741
| New | +$202K | 0.04% | 348 |
|
|
2021
Q4 | – | Sell |
-717
| Closed | -$216K | – | 384 |
|
|
2021
Q3 | $216K | Sell |
717
-3
| -0.4% | -$904 | 0.05% | 350 |
|
|
2021
Q2 | $222K | Buy |
+720
| New | +$222K | 0.05% | 330 |
|
|
2021
Q1 | – | Sell |
-1,145
| Closed | -$270K | – | 348 |
|
|
2020
Q4 | $270K | Sell |
1,145
-122
| -10% | -$28.8K | 0.08% | 247 |
|
|
2020
Q3 | $288K | Sell |
1,267
-50
| -4% | -$11.4K | 0.11% | 189 |
|
|
2020
Q2 | $251K | Buy |
+1,317
| New | +$251K | 0.1% | 203 |
|
|
2020
Q1 | – | Sell |
-1,482
| Closed | -$238K | – | 235 |
|
|
2019
Q4 | $238K | Buy |
1,482
+12
| +0.8% | +$1.93K | 0.09% | 231 |
|
|
2019
Q3 | $204K | Sell |
1,470
-35
| -2% | -$4.86K | 0.09% | 240 |
|
|
2019
Q2 | $211K | Sell |
1,505
-55
| -4% | -$7.71K | 0.1% | 230 |
|
|
2019
Q1 | $204K | Sell |
1,560
-671
| -30% | -$87.7K | 0.09% | 237 |
|
|
2018
Q4 | $242K | Hold |
2,231
| – | – | 0.11% | 215 |
|
|
2018
Q3 | $242K | Buy |
+2,231
| New | +$242K | 0.11% | 215 |
|
|
2018
Q1 | – | Sell |
-5,788
| Closed | -$537K | – | 234 |
|
|
2017
Q4 | $537K | Buy |
+5,788
| New | +$537K | 0.27% | 104 |
|