Mosaic Family Wealth’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,492
| Closed | -$319K | – | 162 |
|
|
2019
Q3 | $319K | Hold |
2,492
| – | – | 0.13% | 115 |
|
|
2019
Q2 | $316K | Hold |
2,492
| – | – | 0.13% | 121 |
|
|
2019
Q1 | $292K | Sell |
2,492
-25
| -1% | -$2.93K | 0.12% | 121 |
|
|
2018
Q4 | $230K | Hold |
2,517
| – | – | 0.1% | 137 |
|
|
2018
Q3 | $224K | Sell |
2,517
-349
| -12% | -$31.1K | 0.09% | 141 |
|
|
2018
Q2 | $251K | Buy |
2,866
+91
| +3% | +$7.97K | 0.1% | 142 |
|
|
2018
Q1 | $241K | Sell |
2,775
-598
| -18% | -$51.9K | 0.09% | 145 |
|
|
2017
Q4 | $278K | Buy |
3,373
+195
| +6% | +$16.1K | 0.1% | 137 |
|
|
2017
Q3 | $242K | Sell |
3,178
-1,095
| -26% | -$83.4K | 0.09% | 161 |
|
|
2017
Q2 | $320K | Buy |
4,273
+2,337
| +121% | +$175K | 0.13% | 129 |
|
|
2017
Q1 | $147K | Sell |
1,936
-1,466
| -43% | -$111K | 0.06% | 212 |
|
|
2016
Q4 | $235K | Buy |
3,402
+1,466
| +76% | +$101K | 0.11% | 153 |
|
|
2016
Q3 | $135K | Sell |
1,936
-617
| -24% | -$43K | 0.06% | 215 |
|
|
2016
Q2 | $174K | Hold |
2,553
| – | – | 0.08% | 173 |
|
|
2016
Q1 | $162K | Sell |
2,553
-1,208
| -32% | -$76.7K | 0.08% | 169 |
|
|
2015
Q4 | $234K | Buy |
+3,761
| New | +$234K | 0.1% | 131 |
|