Private Wealth Management Group’s Definitive Healthcare DH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-265
Closed -$2.14K 1533
2024
Q1
$2.14K Buy
265
+79
+42% +$638 ﹤0.01% 930
2023
Q4
$1.85K Buy
+186
New +$1.85K ﹤0.01% 1013