SWS
SYSTM Wealth Solutions’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,604
| Closed | -$3.15M | – | 240 |
|
|
2024
Q2 | $3.15M | Sell |
12,604
-1,144
| -8% | -$286K | 0.7% | 46 |
|
|
2024
Q1 | $3.43M | Buy |
13,748
+1,899
| +16% | +$474K | 0.43% | 59 |
|
|
2023
Q4 | $2.74M | Buy |
11,849
+1,951
| +20% | +$452K | 0.38% | 71 |
|
|
2023
Q3 | $2.46M | Buy |
9,898
+440
| +5% | +$109K | 0.38% | 63 |
|
|
2023
Q2 | $2.27M | Buy |
9,458
+2,387
| +34% | +$573K | 0.31% | 85 |
|
|
2023
Q1 | $1.78M | Buy |
7,071
+111
| +2% | +$28K | 0.27% | 92 |
|
|
2022
Q4 | $1.85M | Buy |
+6,960
| New | +$1.85M | 0.23% | 124 |
|