4WM
4J Wealth Management’s Dentsply Sirona XRAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,646
| Closed | -$290K | – | 89 |
|
|
2024
Q2 | $290K | Sell |
11,646
-68
| -0.6% | -$1.69K | 0.24% | 66 |
|
|
2024
Q1 | $389K | Hold |
11,714
| – | – | 0.34% | 55 |
|
|
2023
Q4 | $417K | Hold |
11,714
| – | – | 0.38% | 55 |
|
|
2023
Q3 | $400K | Hold |
11,714
| – | – | 0.4% | 54 |
|
|
2023
Q2 | $469K | Sell |
11,714
-9,176
| -44% | -$367K | 0.45% | 52 |
|
|
2023
Q1 | $821K | Hold |
20,890
| – | – | 0.88% | 29 |
|
|
2022
Q4 | $665K | Hold |
20,890
| – | – | 0.77% | 33 |
|
|
2022
Q3 | $592K | Hold |
20,890
| – | – | 0.76% | 30 |
|
|
2022
Q2 | $746K | Hold |
20,890
| – | – | 0.94% | 29 |
|
|
2022
Q1 | $1.03M | Hold |
20,890
| – | – | 0.9% | 26 |
|
|
2021
Q4 | $1.17M | Hold |
20,890
| – | – | 0.98% | 26 |
|
|
2021
Q3 | $1.21M | Hold |
20,890
| – | – | 1.05% | 26 |
|
|
2021
Q2 | $1.32M | Hold |
20,890
| – | – | 1.15% | 25 |
|
|
2021
Q1 | $1.33M | Hold |
20,890
| – | – | 1.24% | 24 |
|
|
2020
Q4 | $1.09M | Buy |
+20,890
| New | +$1.09M | 1.05% | 29 |
|