True Wealth Design’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
768
+750
| +4,167% | +$2.93K | ﹤0.01% | 1009 |
|
|
2025
Q1 | $53 | Sell |
18
-52
| -74% | -$153 | ﹤0.01% | 2370 |
|
|
2024
Q4 | $288 | Sell |
70
-103
| -60% | -$424 | ﹤0.01% | 1170 |
|
|
2024
Q3 | $774 | Buy |
+173
| New | +$774 | ﹤0.01% | 1024 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 866 |
|
|
2022
Q4 | $11K | Buy |
+1,000
| New | +$11K | 0.01% | 213 |
|