Howe & Rusling’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-67
| Closed | -$1K | – | 507 |
|
|
2022
Q3 | $1K | Buy |
67
+12
| +22% | +$179 | ﹤0.01% | 950 |
|
|
2022
Q2 | $1K | Sell |
55
-43
| -44% | -$782 | ﹤0.01% | 938 |
|
|
2022
Q1 | $2K | Buy |
98
+25
| +34% | +$510 | ﹤0.01% | 844 |
|
|
2021
Q4 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 849 |
|