Lifeworks Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,297
| Closed | -$290K | – | 157 |
|
|
2023
Q1 | $290K | Hold |
1,297
| – | – | 0.14% | 120 |
|
|
2022
Q4 | $305K | Sell |
1,297
-451
| -26% | -$106K | 0.17% | 96 |
|
|
2022
Q3 | $390K | Buy |
1,748
+564
| +48% | +$126K | 0.22% | 92 |
|
|
2022
Q2 | $266K | Hold |
1,184
| – | – | 0.17% | 109 |
|
|
2022
Q1 | $308K | Hold |
1,184
| – | – | 0.2% | 95 |
|
|
2021
Q4 | $345K | Buy |
+1,184
| New | +$345K | 0.27% | 92 |
|