DWA
Dougherty Wealth Advisers’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-184
| Closed | -$61K | – | 136 |
|
|
2020
Q4 | $61K | Hold |
184
| – | – | 0.1% | 90 |
|
|
2020
Q3 | $62K | Hold |
184
| – | – | 0.21% | 82 |
|
|
2020
Q2 | $60K | Hold |
184
| – | – | 0.22% | 86 |
|
|
2020
Q1 | $48K | Hold |
184
| – | – | 0.19% | 95 |
|
|
2019
Q4 | $49K | Hold |
184
| – | – | 0.15% | 108 |
|
|
2019
Q3 | $45K | Hold |
184
| – | – | 0.15% | 112 |
|
|
2019
Q2 | $53K | Hold |
184
| – | – | 0.15% | 107 |
|
|
2019
Q1 | $46K | Hold |
184
| – | – | 0.16% | 110 |
|
|
2018
Q4 | $41K | Buy |
+184
| New | +$41K | 0.14% | 117 |
|