DWA
PFSW

Dougherty Wealth Advisers’s PFSweb, Inc. PFSW Stock Holding History

Dougherty Wealth Advisers’s Portfolio PFSW Stock Details PFSW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-212
Closed -$1K – 237
2019
Q2 		$1K Buy
+212
New +$1K ﹤0.01% 247
2019
Q1 		– Sell
-212
Closed -$1K – 226
2018
Q4 		$1K Buy
+212
New +$1K ﹤0.01% 222