RGT Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $495K | Sell |
2,160
-531
| -20% | -$122K | 0.08% | 39 |
|
2022
Q2 | $605K | Sell |
2,691
-313
| -10% | -$70.4K | 0.1% | 44 |
|
2022
Q1 | $781K | Sell |
3,004
-592
| -16% | -$154K | 0.12% | 45 |
|
2021
Q4 | $1.05M | Buy |
3,596
+88
| +3% | +$25.7K | 0.16% | 36 |
|
2021
Q3 | $947K | Hold |
3,508
| – | – | 0.19% | 16 |
|
2021
Q2 | $835K | Sell |
3,508
-47
| -1% | -$11.2K | 0.15% | 17 |
|
2021
Q1 | $709K | Sell |
3,555
-651
| -15% | -$130K | 0.14% | 18 |
|
2020
Q4 | $828K | Buy |
4,206
+1,494
| +55% | +$294K | 0.17% | 15 |
|
2020
Q3 | $518K | Buy |
2,712
+89
| +3% | +$17K | 0.13% | 15 |
|
2020
Q2 | $411K | Sell |
2,623
-1,020
| -28% | -$160K | 0.12% | 19 |
|
2020
Q1 | $447K | Buy |
3,643
+178
| +5% | +$21.8K | 0.29% | 19 |
|
2019
Q4 | $471K | Hold |
3,465
| – | – | 1.42% | 21 |
|
2019
Q3 | $444K | Hold |
3,465
| – | – | 1.29% | 22 |
|
2019
Q2 | $439K | Buy |
+3,465
| New | +$439K | 1.38% | 20 |
|