Allworth Financial’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691 | Buy |
+177
| New | +$691 | ﹤0.01% | 4045 |
|
|
2024
Q1 | – | Sell |
-19
| Closed | -$189 | – | 3624 |
|
|
2023
Q4 | $189 | Buy |
+19
| New | +$189 | ﹤0.01% | 3290 |
|
|
2023
Q1 | – | Sell |
-57
| Closed | -$626 | – | 3223 |
|
|
2022
Q4 | $626 | Buy |
57
+47
| +470% | +$516 | ﹤0.01% | 2574 |
|
|
2022
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2748 |
|