LWA
Lenox Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $180K | Sell |
601
-7
| -1% | -$2.1K | 0.02% | 118 |
|
|
2021
Q4 | $200K | Buy |
608
+20
| +3% | +$6.58K | 0.02% | 111 |
|
|
2021
Q3 | $179K | Buy |
588
+8
| +1% | +$2.44K | 0.02% | 111 |
|
|
2021
Q2 | $156K | Buy |
580
+20
| +4% | +$5.38K | 0.02% | 118 |
|
|
2021
Q1 | $126K | Sell |
560
-378
| -40% | -$85.1K | 0.02% | 113 |
|
|
2020
Q4 | $208K | Buy |
938
+78
| +9% | +$17.3K | 0.03% | 83 |
|
|
2020
Q3 | $185K | Sell |
860
-70
| -8% | -$15.1K | 0.03% | 82 |
|
|
2020
Q2 | $164K | Sell |
930
-99
| -10% | -$17.5K | 0.03% | 80 |
|
|
2020
Q1 | $142K | Buy |
1,029
+61
| +6% | +$8.42K | 0.03% | 78 |
|
|
2019
Q4 | $149K | Sell |
968
-334
| -26% | -$51.4K | 0.02% | 99 |
|
|
2019
Q3 | $188K | Hold |
1,302
| – | – | 0.03% | 81 |
|
|
2019
Q2 | $186K | Buy |
1,302
+909
| +231% | +$130K | 0.03% | 76 |
|
|
2019
Q1 | $52K | Buy |
393
+21
| +6% | +$2.78K | 0.01% | 126 |
|
|
2018
Q4 | $38K | Hold |
372
| – | – | 0.01% | 143 |
|
|
2018
Q3 | $40K | Sell |
372
-138
| -27% | -$14.8K | 0.01% | 153 |
|
|
2018
Q2 | $50K | Sell |
510
-462
| -48% | -$45.3K | 0.01% | 132 |
|
|
2018
Q1 | $95K | Buy |
972
+600
| +161% | +$58.6K | 0.02% | 106 |
|
|
2017
Q4 | $35K | Buy |
372
+30
| +9% | +$2.82K | 0.01% | 112 |
|
|
2017
Q3 | $29K | Buy |
342
+2
| +0.6% | +$170 | 0.01% | 62 |
|
|
2017
Q2 | $29K | Buy |
+340
| New | +$29K | 0.01% | 74 |
|
|
2017
Q1 | – | Sell |
-198
| Closed | -$15K | – | 93 |
|
|
2016
Q4 | $15K | Hold |
198
| – | – | ﹤0.01% | 90 |
|
|
2016
Q3 | $16K | Sell |
198
-58
| -23% | -$4.69K | ﹤0.01% | 151 |
|
|
2016
Q2 | $26K | Hold |
256
| – | – | 0.01% | 121 |
|
|
2016
Q1 | $24K | Sell |
256
-60
| -19% | -$5.63K | 0.01% | 123 |
|
|
2015
Q4 | $29K | Buy |
316
+58
| +22% | +$5.32K | 0.01% | 113 |
|
|
2015
Q3 | $22K | Hold |
258
| – | – | 0.01% | 127 |
|
|
2015
Q2 | $22K | Hold |
258
| – | – | 0.01% | 97 |
|
|
2015
Q1 | $22K | Hold |
258
| – | – | 0.01% | 118 |
|
|
2014
Q4 | $22K | Buy |
258
+60
| +30% | +$5.12K | 0.01% | 127 |
|
|
2014
Q3 | $15K | Hold |
198
| – | – | 0.01% | 147 |
|
|
2014
Q2 | $15K | Hold |
198
| – | – | 0.01% | 125 |
|
|
2014
Q1 | $15K | Buy |
198
+88
| +80% | +$6.67K | 0.01% | 112 |
|
|
2013
Q4 | $8K | Buy |
+110
| New | +$8K | 0.01% | 190 |
|
|
2013
Q3 | – | Sell |
-140
| Closed | -$9K | – | 263 |
|
|
2013
Q2 | $9K | Buy |
+140
| New | +$9K | 0.01% | 117 |
|