IFP Advisors’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425 | Buy |
109
+68
| +166% | +$265 | ﹤0.01% | 4479 |
|
|
2025
Q1 | $118 | Sell |
41
-65
| -61% | -$187 | ﹤0.01% | 3806 |
|
|
2024
Q4 | $436 | Buy |
+106
| New | +$436 | ﹤0.01% | 3454 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$517 | – | 3362 |
|
|
2023
Q2 | $517 | Hold |
47
| – | – | ﹤0.01% | 3192 |
|
|
2023
Q1 | $2.04K | Hold |
47
| – | – | ﹤0.01% | 2891 |
|
|
2022
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 4141 |
|