YorkBridge Wealth Partners’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-60
| Closed | -$5K | – | 772 |
|
2018
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 681 |
|
2018
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 680 |
|
2017
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 701 |
|
2017
Q3 | $5K | Sell |
60
-67
| -53% | -$5.58K | ﹤0.01% | 705 |
|
2017
Q2 | $10K | Hold |
127
| – | – | 0.01% | 623 |
|
2017
Q1 | $9K | Hold |
127
| – | – | ﹤0.01% | 631 |
|
2016
Q4 | $9K | Buy |
+127
| New | +$9K | 0.01% | 608 |
|