TRUE Private 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
Q1 | – | Sell |
-849
| Closed | -$247K | – | 244 |
|
2021
Q4 | $247K | Buy |
+849
| New | +$247K | 0.04% | 225 |
|
2021
Q1 | – | Sell |
-689
| Closed | -$136K | – | 349 |
|
2020
Q4 | $136K | Sell |
689
-57
| -8% | -$11.3K | 0.02% | 236 |
|
2020
Q3 | $142K | Hold |
746
| – | – | 0.02% | 211 |
|
2020
Q2 | $117K | Hold |
746
| – | – | 0.02% | 224 |
|
2020
Q1 | $91K | Sell |
746
-1,327
| -64% | -$162K | 0.02% | 217 |
|
2019
Q4 | $282K | Buy |
+2,073
| New | +$282K | 0.04% | 181 |
|
2019
Q3 | – | Sell |
-749
| Closed | -$95K | – | 344 |
|
2019
Q2 | $95K | Buy |
+749
| New | +$95K | 0.02% | 269 |
|
2019
Q1 | – | Sell |
-6,841
| Closed | -$626K | – | 217 |
|
2018
Q4 | $626K | Buy |
6,841
+221
| +3% | +$20.2K | 0.11% | 121 |
|
2018
Q3 | $639K | Buy |
6,620
+199
| +3% | +$19.2K | 0.09% | 146 |
|
2018
Q2 | $562K | Buy |
6,421
+302
| +5% | +$26.4K | 0.09% | 144 |
|
2018
Q1 | $532K | Buy |
6,119
+241
| +4% | +$21K | 0.09% | 126 |
|
2017
Q4 | $484K | Buy |
+5,878
| New | +$484K | 0.08% | 133 |
|