DWA
Dougherty Wealth Advisers’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-874
| Closed | -$27K | – | 150 |
|
|
2020
Q2 | $27K | Hold |
874
| – | – | 0.1% | 124 |
|
|
2020
Q1 | $21K | Hold |
874
| – | – | 0.08% | 131 |
|
|
2019
Q4 | $45K | Hold |
874
| – | – | 0.14% | 121 |
|
|
2019
Q3 | $49K | Hold |
874
| – | – | 0.16% | 109 |
|
|
2019
Q2 | $47K | Hold |
874
| – | – | 0.13% | 124 |
|
|
2019
Q1 | $38K | Hold |
874
| – | – | 0.13% | 125 |
|
|
2018
Q4 | $37K | Buy |
+874
| New | +$37K | 0.12% | 129 |
|