Schneider Downs Wealth Management Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,120
| Closed | -$256K | – | 125 |
|
|
2022
Q3 | $256K | Sell |
1,120
-8
| -0.7% | -$1.83K | 0.08% | 103 |
|
|
2022
Q2 | $254K | Buy |
1,128
+221
| +24% | +$49.8K | 0.07% | 112 |
|
|
2022
Q1 | $236K | Sell |
907
-69
| -7% | -$18K | 0.06% | 132 |
|
|
2021
Q4 | $285K | Hold |
976
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $263K | Sell |
976
-143
| -13% | -$38.5K | 0.07% | 120 |
|
|
2021
Q2 | $266K | Buy |
1,119
+44
| +4% | +$10.5K | 0.07% | 112 |
|
|
2021
Q1 | $215K | Sell |
1,075
-156
| -13% | -$31.2K | 0.05% | 127 |
|
|
2020
Q4 | $242K | Buy |
+1,231
| New | +$242K | 0.07% | 83 |
|