Security National Trust’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Hold |
790
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $188K | Hold |
790
| – | – | 0.04% | 171 |
|
|
2021
Q1 | $158K | Hold |
790
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $155K | Hold |
790
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $151K | Hold |
790
| – | – | 0.04% | 174 |
|
|
2020
Q2 | $124K | Sell |
790
-93
| -11% | -$14.6K | 0.04% | 193 |
|
|
2020
Q1 | $108K | Buy |
883
+206
| +30% | +$25.2K | 0.04% | 189 |
|
|
2019
Q4 | $92K | Hold |
677
| – | – | 0.03% | 222 |
|
|
2019
Q3 | $87K | Hold |
677
| – | – | 0.03% | 216 |
|
|
2019
Q2 | $86K | Hold |
677
| – | – | 0.03% | 221 |
|
|
2019
Q1 | $79K | Hold |
677
| – | – | 0.03% | 223 |
|
|
2018
Q4 | $62K | Hold |
677
| – | – | 0.02% | 227 |
|
|
2018
Q3 | $65K | Hold |
677
| – | – | 0.02% | 242 |
|
|
2018
Q2 | $59K | Hold |
677
| – | – | 0.02% | 250 |
|
|
2018
Q1 | $59K | Hold |
677
| – | – | 0.02% | 252 |
|
|
2017
Q4 | $56K | Hold |
677
| – | – | 0.02% | 256 |
|
|
2017
Q3 | $51K | Hold |
677
| – | – | 0.02% | 263 |
|
|
2017
Q2 | $51K | Hold |
677
| – | – | 0.02% | 273 |
|
|
2017
Q1 | $51K | Hold |
677
| – | – | 0.02% | 274 |
|
|
2016
Q4 | $47K | Hold |
677
| – | – | 0.02% | 280 |
|
|
2016
Q3 | $47K | Buy |
+677
| New | +$47K | 0.02% | 282 |
|
|
2015
Q3 | – | Sell |
-67
| Closed | -$4K | – | 467 |
|
|
2015
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 441 |
|
|
2015
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 446 |
|
|
2014
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 466 |
|