DWA
Dougherty Wealth Advisers’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Hold |
162
| – | – | 0.03% | 88 |
|
|
2025
Q1 | $33.9K | Hold |
162
| – | – | 0.03% | 91 |
|
|
2024
Q4 | $34.1K | Hold |
162
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $38.5K | Hold |
162
| – | – | 0.03% | 87 |
|
|
2024
Q2 | $36.4K | Hold |
162
| – | – | 0.03% | 86 |
|
|
2024
Q1 | $34.5K | Hold |
162
| – | – | 0.03% | 90 |
|
|
2023
Q4 | $34.1K | Hold |
162
| – | – | 0.03% | 97 |
|
|
2023
Q3 | $28.2K | Hold |
162
| – | – | 0.03% | 96 |
|
|
2023
Q2 | $31.7K | Hold |
162
| – | – | 0.04% | 94 |
|
|
2023
Q1 | $31.8K | Hold |
162
| – | – | 0.05% | 96 |
|
|
2022
Q4 | $33.7K | Hold |
162
| – | – | 0.06% | 100 |
|
|
2022
Q3 | $34K | Hold |
162
| – | – | 0.07% | 91 |
|
|
2022
Q2 | $39K | Hold |
162
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $40K | Hold |
162
| – | – | 0.06% | 99 |
|
|
2021
Q4 | $35K | Hold |
162
| – | – | 0.05% | 111 |
|
|
2021
Q3 | $36K | Hold |
162
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $35K | Hold |
162
| – | – | 0.05% | 109 |
|
|
2021
Q1 | $33K | Hold |
162
| – | – | 0.05% | 108 |
|
|
2020
Q4 | $31K | Hold |
162
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $28K | Hold |
162
| – | – | 0.1% | 122 |
|
|
2020
Q2 | $27K | Hold |
162
| – | – | 0.1% | 125 |
|
|
2020
Q1 | $29K | Hold |
162
| – | – | 0.12% | 123 |
|
|
2019
Q4 | $32K | Hold |
162
| – | – | 0.1% | 135 |
|
|
2019
Q3 | $34K | Hold |
162
| – | – | 0.11% | 133 |
|
|
2019
Q2 | $31K | Hold |
162
| – | – | 0.09% | 156 |
|
|
2019
Q1 | $26K | Hold |
162
| – | – | 0.09% | 144 |
|
|
2018
Q4 | $26K | Buy |
+162
| New | +$26K | 0.09% | 147 |
|