CWM
Cedar Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,185
| Closed | -$169K | – | 157 |
|
|
2019
Q2 | $169K | Hold |
1,185
| – | – | 0.11% | 70 |
|
|
2019
Q1 | $156K | Sell |
1,185
-420
| -26% | -$55.3K | 0.1% | 65 |
|
|
2018
Q4 | $166K | Sell |
1,605
-50
| -3% | -$5.17K | 0.12% | 55 |
|
|
2018
Q3 | $180K | Sell |
1,655
-460
| -22% | -$50K | 0.09% | 62 |
|
|
2018
Q2 | $209K | Hold |
2,115
| – | – | 0.12% | 47 |
|
|
2018
Q1 | $207K | Buy |
2,115
+15
| +0.7% | +$1.47K | 0.13% | 51 |
|
|
2017
Q4 | $195K | Buy |
2,100
+15
| +0.7% | +$1.39K | 0.12% | 53 |
|
|
2017
Q3 | $179K | Sell |
2,085
-77
| -4% | -$6.61K | 0.11% | 59 |
|
|
2017
Q2 | $182K | Sell |
2,162
-124
| -5% | -$10.4K | 0.12% | 56 |
|
|
2017
Q1 | $196K | Buy |
2,286
+115
| +5% | +$9.86K | 0.12% | 53 |
|
|
2016
Q4 | $169K | Hold |
2,171
| – | – | 0.12% | 58 |
|
|
2016
Q3 | $170K | Buy |
2,171
+92
| +4% | +$7.2K | 0.12% | 40 |
|
|
2016
Q2 | $210K | Buy |
2,079
+703
| +51% | +$71K | 0.13% | 44 |
|
|
2016
Q1 | $131K | Buy |
+1,376
| New | +$131K | 0.09% | 39 |
|