DWA
Dougherty Wealth Advisers’s SBA Communications SBAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.5K | Hold |
415
| – | – | 0.06% | 62 |
|
|
2025
Q1 | $91.3K | Hold |
415
| – | – | 0.07% | 60 |
|
|
2024
Q4 | $84.6K | Hold |
415
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $99.9K | Hold |
415
| – | – | 0.08% | 58 |
|
|
2024
Q2 | $81.5K | Hold |
415
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $89.9K | Hold |
415
| – | – | 0.08% | 61 |
|
|
2023
Q4 | $105K | Hold |
415
| – | – | 0.1% | 58 |
|
|
2023
Q3 | $83.1K | Hold |
415
| – | – | 0.1% | 61 |
|
|
2023
Q2 | $96.2K | Hold |
415
| – | – | 0.13% | 54 |
|
|
2023
Q1 | $108K | Hold |
415
| – | – | 0.16% | 53 |
|
|
2022
Q4 | $116K | Hold |
415
| – | – | 0.19% | 53 |
|
|
2022
Q3 | $118K | Hold |
415
| – | – | 0.23% | 44 |
|
|
2022
Q2 | $133K | Hold |
415
| – | – | 0.25% | 43 |
|
|
2022
Q1 | $143K | Hold |
415
| – | – | 0.22% | 47 |
|
|
2021
Q4 | $161K | Hold |
415
| – | – | 0.22% | 47 |
|
|
2021
Q3 | $137K | Hold |
415
| – | – | 0.2% | 52 |
|
|
2021
Q2 | $132K | Hold |
415
| – | – | 0.19% | 60 |
|
|
2021
Q1 | $115K | Hold |
415
| – | – | 0.17% | 60 |
|
|
2020
Q4 | $117K | Hold |
415
| – | – | 0.18% | 53 |
|
|
2020
Q3 | $132K | Hold |
415
| – | – | 0.46% | 43 |
|
|
2020
Q2 | $124K | Hold |
415
| – | – | 0.45% | 45 |
|
|
2020
Q1 | $112K | Hold |
415
| – | – | 0.45% | 47 |
|
|
2019
Q4 | $100K | Hold |
415
| – | – | 0.31% | 67 |
|
|
2019
Q3 | $100K | Hold |
415
| – | – | 0.33% | 61 |
|
|
2019
Q2 | $93K | Hold |
415
| – | – | 0.26% | 76 |
|
|
2019
Q1 | $83K | Hold |
415
| – | – | 0.28% | 69 |
|
|
2018
Q4 | $76K | Buy |
+415
| New | +$76K | 0.25% | 75 |
|