DWA
Dougherty Wealth Advisers’s Hormel Foods HRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$10K | – | 148 |
|
|
2021
Q2 | $10K | Hold |
200
| – | – | 0.01% | 127 |
|
|
2021
Q1 | $10K | Hold |
200
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $9K | Hold |
200
| – | – | 0.01% | 137 |
|
|
2020
Q3 | $10K | Hold |
200
| – | – | 0.03% | 142 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | 0.04% | 149 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | 0.04% | 152 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $9K | Sell |
200
-700
| -78% | -$31.5K | 0.03% | 165 |
|
|
2019
Q2 | $36K | Buy |
900
+700
| +350% | +$28K | 0.1% | 147 |
|
|
2019
Q1 | $9K | Hold |
200
| – | – | 0.03% | 175 |
|
|
2018
Q4 | $8K | Buy |
+200
| New | +$8K | 0.03% | 185 |
|