Wellesley Investment Partners’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,329
| Closed | -$272K | – | 114 |
|
|
2019
Q1 | $272K | Sell |
2,329
-1,665
| -42% | -$194K | 0.09% | 101 |
|
|
2018
Q4 | $365K | Sell |
3,994
-114
| -3% | -$10.4K | 0.13% | 84 |
|
|
2018
Q3 | $395K | Sell |
4,108
-66
| -2% | -$6.35K | 0.13% | 85 |
|
|
2018
Q2 | $365K | Buy |
4,174
+66
| +2% | +$5.77K | 0.13% | 89 |
|
|
2018
Q1 | $356K | Buy |
4,108
+306
| +8% | +$26.5K | 0.13% | 88 |
|
|
2017
Q4 | $312K | Sell |
3,802
-41
| -1% | -$3.37K | 0.12% | 93 |
|
|
2017
Q3 | $292K | Buy |
3,843
+134
| +4% | +$10.2K | 0.12% | 93 |
|
|
2017
Q2 | $277K | Sell |
3,709
-122
| -3% | -$9.11K | 0.12% | 93 |
|
|
2017
Q1 | $290K | Hold |
3,831
| – | – | 0.13% | 90 |
|
|
2016
Q4 | $264K | Buy |
3,831
+621
| +19% | +$42.8K | 0.13% | 92 |
|
|
2016
Q3 | $223K | Sell |
3,210
-1,024
| -24% | -$71.1K | 0.12% | 91 |
|
|
2016
Q2 | $287K | Hold |
4,234
| – | – | 0.15% | 80 |
|
|
2016
Q1 | $270K | Buy |
+4,234
| New | +$270K | 0.16% | 82 |
|