Compass Financial Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,269
| Closed | -$284K | – | 20 |
|
|
2023
Q1 | $284K | Sell |
1,269
-1,478
| -54% | -$330K | 0.36% | 93 |
|
|
2022
Q4 | $646K | Sell |
2,747
-112
| -4% | -$26.4K | 0.87% | 38 |
|
|
2022
Q3 | $655K | Sell |
2,859
-942
| -25% | -$216K | 0.97% | 34 |
|
|
2022
Q2 | $854K | Sell |
3,801
-162
| -4% | -$36.4K | 1.16% | 26 |
|
|
2022
Q1 | $1.03M | Buy |
3,963
+423
| +12% | +$110K | 1.14% | 25 |
|
|
2021
Q4 | $1.03M | Buy |
+3,540
| New | +$1.03M | 1.14% | 18 |
|