IWA
IVC Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,083
| Closed | -$271K | – | 166 |
|
|
2024
Q2 | $271K | Buy |
1,083
+1
| +0.1% | +$250 | 0.15% | 132 |
|
|
2024
Q1 | $270K | Hold |
1,082
| – | – | 0.16% | 135 |
|
|
2023
Q4 | $250K | Sell |
1,082
-1
| -0.1% | -$231 | 0.16% | 129 |
|
|
2023
Q3 | $269K | Hold |
1,083
| – | – | 0.18% | 116 |
|
|
2023
Q2 | $260K | Sell |
1,083
-3
| -0.3% | -$720 | 0.16% | 122 |
|
|
2023
Q1 | $274K | Sell |
1,086
-8
| -0.7% | -$2.02K | 0.19% | 112 |
|
|
2022
Q4 | $290K | Sell |
1,094
-32
| -3% | -$8.5K | 0.21% | 112 |
|
|
2022
Q3 | $291K | Buy |
1,126
+19
| +2% | +$4.91K | 0.23% | 103 |
|
|
2022
Q2 | $281K | Buy |
1,107
+27
| +3% | +$6.85K | 0.22% | 112 |
|
|
2022
Q1 | $317K | Sell |
1,080
-1
| -0.1% | -$294 | 0.21% | 111 |
|
|
2021
Q4 | $356K | Buy |
1,081
+2
| +0.2% | +$659 | 0.23% | 101 |
|
|
2021
Q3 | $329K | Sell |
1,079
-250
| -19% | -$76.2K | 0.23% | 102 |
|
|
2021
Q2 | $357K | Hold |
1,329
| – | – | 0.25% | 100 |
|
|
2021
Q1 | $299K | Hold |
1,329
| – | – | 0.24% | 97 |
|
|
2020
Q4 | $295K | Buy |
+1,329
| New | +$295K | 0.28% | 90 |
|