CWA
Cypress Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,841
| Closed | -$414K | – | 113 |
|
|
2017
Q1 | $414K | Sell |
4,841
-33
| -0.7% | -$2.82K | 0.19% | 112 |
|
|
2016
Q4 | $379K | Buy |
4,874
+131
| +3% | +$10.2K | 0.17% | 116 |
|
|
2016
Q3 | $372K | Buy |
4,743
+126
| +3% | +$9.88K | 0.17% | 120 |
|
|
2016
Q2 | $466K | Buy |
4,617
+37
| +0.8% | +$3.73K | 0.23% | 98 |
|
|
2016
Q1 | $434K | Sell |
4,580
-11
| -0.2% | -$1.04K | 0.2% | 107 |
|
|
2015
Q4 | $426K | Buy |
4,591
+22
| +0.5% | +$2.04K | 0.22% | 102 |
|
|
2015
Q3 | $389K | Buy |
4,569
+638
| +16% | +$54.3K | 0.21% | 106 |
|
|
2015
Q2 | $336K | Buy |
+3,931
| New | +$336K | 0.2% | 107 |
|