Global Retirement Partners’s Definitive Healthcare DH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,931
Closed -$16K 3535
2024
Q2
$16K Buy
2,931
+442
+18% +$2.41K ﹤0.01% 2101
2024
Q1
$20.1K Sell
2,489
-249
-9% -$2.01K ﹤0.01% 1815
2023
Q4
$25.2K Sell
2,738
-1,433
-34% -$13.2K ﹤0.01% 1651
2023
Q3
$31.5K Buy
4,171
+1,928
+86% +$14.6K ﹤0.01% 1467
2023
Q2
$24.7K Hold
2,243
﹤0.01% 1583
2023
Q1
$22.7K Buy
+2,243
New +$22.7K ﹤0.01% 1583