Concert Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-6,537
| Closed | -$453K | – | 216 |
|
2017
Q1 | $453K | Hold |
6,537
| – | – | 0.1% | 271 |
|
2016
Q4 | $453K | Sell |
6,537
-206
| -3% | -$14.3K | 0.1% | 274 |
|
2016
Q3 | $471K | Sell |
6,743
-2,069
| -23% | -$145K | 0.06% | 387 |
|
2016
Q2 | $596K | Sell |
8,812
-186
| -2% | -$12.6K | 0.08% | 312 |
|
2016
Q1 | $572K | Buy |
8,998
+203
| +2% | +$12.9K | 0.08% | 324 |
|
2015
Q4 | $549K | Sell |
8,795
-1,417
| -14% | -$88.5K | 0.07% | 332 |
|
2015
Q3 | $585K | Buy |
10,212
+290
| +3% | +$16.6K | 0.08% | 318 |
|
2015
Q2 | $571K | Buy |
9,922
+2,941
| +42% | +$169K | 0.07% | 333 |
|
2015
Q1 | $326K | Buy |
6,981
+747
| +12% | +$34.9K | 0.09% | 275 |
|
2014
Q4 | $359K | Buy |
+6,234
| New | +$359K | 0.05% | 398 |
|
2014
Q3 | – | Sell |
-6,356
| Closed | -$324K | – | 549 |
|
2014
Q2 | $324K | Buy |
6,356
+747
| +13% | +$38.1K | 0.04% | 394 |
|
2014
Q1 | $280K | Hold |
5,609
| – | – | 0.04% | 423 |
|
2013
Q4 | $291K | Sell |
5,609
-2
| -0% | -$104 | 0.04% | 387 |
|
2013
Q3 | $263K | Buy |
5,611
+18
| +0.3% | +$844 | 0.04% | 396 |
|
2013
Q2 | $236K | Buy |
+5,593
| New | +$236K | 0.04% | 404 |
|