OLIO Financial Planning’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-918
| Closed | -$202K | – | 54 |
|
|
2023
Q3 | $202K | Buy |
+918
| New | +$202K | 0.09% | 51 |
|
|
2023
Q2 | – | Sell |
-918
| Closed | -$205K | – | 48 |
|
|
2023
Q1 | $205K | Sell |
918
-747
| -45% | -$167K | 0.11% | 42 |
|
|
2022
Q4 | $392K | Hold |
1,665
| – | – | 0.21% | 30 |
|
|
2022
Q3 | $381K | Hold |
1,665
| – | – | 0.23% | 32 |
|
|
2022
Q2 | $374K | Hold |
1,665
| – | – | 0.21% | 33 |
|
|
2022
Q1 | $433K | Buy |
1,665
+169
| +11% | +$44K | 0.25% | 33 |
|
|
2021
Q4 | $436K | Buy |
+1,496
| New | +$436K | 0.26% | 29 |
|