DWA
Dougherty Wealth Advisers’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$12K | – | 147 |
|
|
2021
Q2 | $12K | Hold |
100
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $12K | Hold |
100
| – | – | 0.02% | 121 |
|
|
2020
Q4 | $11K | Hold |
100
| – | – | 0.02% | 135 |
|
|
2020
Q3 | $11K | Hold |
100
| – | – | 0.04% | 141 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | 0.03% | 150 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.03% | 154 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | 0.03% | 164 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | 0.03% | 167 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | 0.02% | 211 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | 0.03% | 177 |
|
|
2018
Q4 | $7K | Buy |
+100
| New | +$7K | 0.02% | 187 |
|