TW
Transform Wealth’s Dentsply Sirona XRAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,365
| Closed | -$551K | – | 258 |
|
|
2017
Q4 | $551K | Hold |
8,365
| – | – | 0.1% | 181 |
|
|
2017
Q3 | $500K | Buy |
+8,365
| New | +$500K | 0.17% | 147 |
|
|
2017
Q2 | – | Sell |
-7,765
| Closed | -$485K | – | 201 |
|
|
2017
Q1 | $485K | Hold |
7,765
| – | – | 0.18% | 151 |
|
|
2016
Q4 | $448K | Buy |
7,765
+950
| +14% | +$54.8K | 0.18% | 156 |
|
|
2016
Q3 | $405K | Buy |
6,815
+2,650
| +64% | +$157K | 0.17% | 154 |
|
|
2016
Q2 | $258K | Buy |
+4,165
| New | +$258K | 0.11% | 185 |
|