Independent Solutions Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-879
| Closed | -$229K | – | 229 |
|
|
2022
Q1 | $229K | Hold |
879
| – | – | 0.05% | 199 |
|
|
2021
Q4 | $256K | Sell |
879
-56
| -6% | -$16.3K | 0.06% | 197 |
|
|
2021
Q3 | $252K | Sell |
935
-407
| -30% | -$110K | 0.06% | 195 |
|
|
2021
Q2 | $319K | Hold |
1,342
| – | – | 0.08% | 171 |
|
|
2021
Q1 | $268K | Sell |
1,342
-25
| -2% | -$4.99K | 0.07% | 159 |
|
|
2020
Q4 | $269K | Sell |
1,367
-310
| -18% | -$61.1K | 0.08% | 155 |
|
|
2020
Q3 | $320K | Hold |
1,677
| – | – | 0.12% | 125 |
|
|
2020
Q2 | $263K | Hold |
1,677
| – | – | 0.11% | 128 |
|
|
2020
Q1 | $206K | Sell |
1,677
-226
| -12% | -$27.7K | 0.11% | 126 |
|
|
2019
Q4 | $259K | Buy |
+1,903
| New | +$259K | 0.11% | 135 |
|