CWP
CFM Wealth Partners’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,117
| Closed | -$328K | – | 166 |
|
|
2022
Q1 | $328K | Hold |
1,117
| – | – | 0.08% | 144 |
|
|
2021
Q4 | $353K | Hold |
1,117
| – | – | 0.08% | 133 |
|
|
2021
Q3 | $340K | Sell |
1,117
-800
| -42% | -$244K | 0.09% | 131 |
|
|
2021
Q2 | $514K | Hold |
1,917
| – | – | 0.14% | 101 |
|
|
2021
Q1 | $431K | Sell |
1,917
-85
| -4% | -$19.1K | 0.13% | 105 |
|
|
2020
Q4 | $445K | Sell |
2,002
-23
| -1% | -$5.11K | 0.14% | 95 |
|
|
2020
Q3 | $436K | Hold |
2,025
| – | – | 0.16% | 91 |
|
|
2020
Q2 | $358K | Sell |
2,025
-74
| -4% | -$13.1K | 0.14% | 102 |
|
|
2020
Q1 | $291K | Sell |
2,099
-55
| -3% | -$7.63K | 0.14% | 105 |
|
|
2019
Q4 | $348K | Buy |
+2,154
| New | +$348K | 0.13% | 107 |
|