DWA
Dougherty Wealth Advisers’s RELX RELX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-869
| Closed | -$19K | – | 150 |
|
2020
Q3 | $19K | Hold |
869
| – | – | 0.07% | 134 |
|
2020
Q2 | $20K | Hold |
869
| – | – | 0.07% | 139 |
|
2020
Q1 | $19K | Hold |
869
| – | – | 0.08% | 138 |
|
2019
Q4 | $22K | Hold |
869
| – | – | 0.07% | 148 |
|
2019
Q3 | $21K | Hold |
869
| – | – | 0.07% | 147 |
|
2019
Q2 | $21K | Hold |
869
| – | – | 0.06% | 173 |
|
2019
Q1 | $19K | Hold |
869
| – | – | 0.06% | 155 |
|
2018
Q4 | $19K | Buy |
+869
| New | +$19K | 0.06% | 163 |
|