Evolution Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-197
| Closed | -$53K | – | 278 |
|
|
2021
Q3 | $53K | Sell |
197
-126
| -39% | -$33.9K | 0.01% | 204 |
|
|
2021
Q2 | $77K | Hold |
323
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $64K | Hold |
323
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $64K | Sell |
323
-1,258
| -80% | -$249K | 0.01% | 168 |
|
|
2020
Q3 | $302K | Hold |
1,581
| – | – | 0.08% | 81 |
|
|
2020
Q2 | $248K | Buy |
1,581
+136
| +9% | +$21.3K | 0.08% | 70 |
|
|
2020
Q1 | $177K | Sell |
1,445
-132
| -8% | -$16.2K | 0.07% | 66 |
|
|
2019
Q4 | $215K | Buy |
1,577
+1,556
| +7,410% | +$212K | 0.05% | 76 |
|
|
2019
Q3 | $3K | Sell |
21
-2,787
| -99% | -$398K | ﹤0.01% | 356 |
|
|
2019
Q2 | $356K | Buy |
+2,808
| New | +$356K | 0.15% | 34 |
|