DWA
Dougherty Wealth Advisers’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-374
| Closed | -$92K | – | 128 |
|
|
2021
Q4 | $92K | Hold |
374
| – | – | 0.13% | 79 |
|
|
2021
Q3 | $75K | Hold |
374
| – | – | 0.11% | 79 |
|
|
2021
Q2 | $74K | Hold |
374
| – | – | 0.11% | 79 |
|
|
2021
Q1 | $70K | Hold |
374
| – | – | 0.11% | 80 |
|
|
2020
Q4 | $66K | Hold |
374
| – | – | 0.1% | 81 |
|
|
2020
Q3 | $52K | Hold |
374
| – | – | 0.18% | 93 |
|
|
2020
Q2 | $56K | Hold |
374
| – | – | 0.2% | 90 |
|
|
2020
Q1 | $51K | Hold |
374
| – | – | 0.2% | 90 |
|
|
2019
Q4 | $64K | Hold |
374
| – | – | 0.2% | 92 |
|
|
2019
Q3 | $60K | Sell |
374
-150
| -29% | -$24.1K | 0.2% | 89 |
|
|
2019
Q2 | $87K | Buy |
524
+150
| +40% | +$24.9K | 0.25% | 79 |
|
|
2019
Q1 | $60K | Hold |
374
| – | – | 0.2% | 87 |
|
|
2018
Q4 | $54K | Buy |
+374
| New | +$54K | 0.18% | 98 |
|