Integrated Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-609
| Closed | -$42K | – | 410 |
|
|
2016
Q3 | $42K | Sell |
609
-147
| -19% | -$10.1K | 0.02% | 443 |
|
|
2016
Q2 | $51K | Hold |
756
| – | – | 0.02% | 402 |
|
|
2016
Q1 | $48K | Sell |
756
-134
| -15% | -$8.51K | 0.02% | 390 |
|
|
2015
Q4 | $56K | Hold |
890
| – | – | 0.02% | 371 |
|
|
2015
Q3 | $51K | Buy |
890
+98
| +12% | +$5.62K | 0.02% | 385 |
|
|
2015
Q2 | $46K | Sell |
792
-110
| -12% | -$6.39K | 0.02% | 415 |
|
|
2015
Q1 | $51K | Buy |
+902
| New | +$51K | 0.02% | 385 |
|