Cromwell Sustainable Balanced Fund DHR Holdings History
Number of Shares
1,677.00
Current Holdings Value*
$343,790.00
% of Portfolio
4.91%
Total Estimate Gain
$-74,606.09
% of Total Estimate Gain
-18.22%
Cromwell Sustainable Balanced Fund's Danaher Corp Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 1,677.00 shares of Danaher Corp(DHR), totaling $343,790.00. This investment constitutes 4.91% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Danaher Corp(DHR) stock.
The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 1 purchases of DHR, at an average price of $244.17, for a total of 1,677.00 shares. Based on historical transaction data and DHR's current price of $199.68, Cromwell Sustainable Balanced Fund's estimated gain on his DHR holdings is $-74,606.09, reflecting a -18.22% gain to date.
Cromwell Sustainable Balanced Fund DHR ($199.68) Holding Chart
Cromwell Sustainable Balanced Fund DHR ($199.68) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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