DWA

Dougherty Wealth Advisers’s Rivian RIVN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,000	Closed	-$31K	–	128
2023 Q1	$31K	Buy	+2,000	New	+$31K	0.05%	98
2022 Q4	–	Sell	-20	Closed	-$1K	–	140
2022 Q3	$1K	Buy	+20	New	+$1K	﹤0.01%	132