DWA
Dougherty Wealth Advisers’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-517
| Closed | -$30K | – | 167 |
|
|
2019
Q4 | $30K | Hold |
517
| – | – | 0.09% | 139 |
|
|
2019
Q3 | $27K | Sell |
517
-1,000
| -66% | -$52.2K | 0.09% | 139 |
|
|
2019
Q2 | $77K | Buy |
1,517
+1,000
| +193% | +$50.8K | 0.22% | 87 |
|
|
2019
Q1 | $26K | Hold |
517
| – | – | 0.09% | 142 |
|
|
2018
Q4 | $25K | Buy |
+517
| New | +$25K | 0.08% | 150 |
|