AllSquare Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3
| Closed | -$682 | – | 557 |
|
2023
Q2 | $682 | Hold |
3
| – | – | ﹤0.01% | 512 |
|
2023
Q1 | $756 | Hold |
3
| – | – | ﹤0.01% | 503 |
|
2022
Q4 | $796 | Hold |
3
| – | – | ﹤0.01% | 482 |
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 471 |
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 474 |
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 478 |
|
2017
Q1 | – | Sell |
-549
| Closed | -$38K | – | 375 |
|
2016
Q4 | $38K | Buy |
549
+39
| +8% | +$2.7K | 0.03% | 155 |
|
2016
Q3 | $35K | Sell |
510
-163
| -24% | -$11.2K | 0.03% | 141 |
|
2016
Q2 | $46K | Buy |
673
+90
| +15% | +$6.15K | 0.05% | 123 |
|
2016
Q1 | $37K | Hold |
583
| – | – | 0.04% | 132 |
|
2015
Q4 | $36K | Sell |
583
-2
| -0.3% | -$123 | 0.04% | 135 |
|
2015
Q3 | $33K | Hold |
585
| – | – | 0.03% | 134 |
|
2015
Q2 | $34K | Hold |
585
| – | – | 0.03% | 140 |
|
2015
Q1 | $33K | Buy |
585
+33
| +6% | +$1.86K | 0.03% | 144 |
|
2014
Q4 | $32K | Buy |
+552
| New | +$32K | 0.03% | 148 |
|