Charles Schwab Trust’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-719
| Closed | -$210K | – | 156 |
|
|
2021
Q4 | $210K | Buy |
+719
| New | +$210K | 0.03% | 168 |
|
|
2020
Q1 | – | Sell |
-2,274
| Closed | -$309K | – | 146 |
|
|
2019
Q4 | $309K | Buy |
2,274
+110
| +5% | +$14.9K | 0.12% | 132 |
|
|
2019
Q3 | $272K | Buy |
+2,164
| New | +$272K | 0.13% | 124 |
|