DWA
Dougherty Wealth Advisers’s Bain Capital Specialty BCSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752 | Hold |
50
| – | – | ﹤0.01% | 110 |
|
|
2025
Q1 | $830 | Hold |
50
| – | – | ﹤0.01% | 110 |
|
|
2024
Q4 | $876 | Hold |
50
| – | – | ﹤0.01% | 108 |
|
|
2024
Q3 | $830 | Hold |
50
| – | – | ﹤0.01% | 107 |
|
|
2024
Q2 | $816 | Hold |
50
| – | – | ﹤0.01% | 109 |
|
|
2024
Q1 | $784 | Hold |
50
| – | – | ﹤0.01% | 109 |
|
|
2023
Q4 | $754 | Hold |
50
| – | – | ﹤0.01% | 125 |
|
|
2023
Q3 | $766 | Hold |
50
| – | – | ﹤0.01% | 122 |
|
|
2023
Q2 | $676 | Hold |
50
| – | – | ﹤0.01% | 123 |
|
|
2023
Q1 | $596 | Hold |
50
| – | – | ﹤0.01% | 131 |
|
|
2022
Q4 | $595 | Buy |
+50
| New | +$595 | ﹤0.01% | 130 |
|