DWA
Dougherty Wealth Advisers’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-399
| Closed | -$20K | – | 152 |
|
|
2020
Q3 | $20K | Sell |
399
-427
| -52% | -$21.4K | 0.07% | 131 |
|
|
2020
Q2 | $45K | Hold |
826
| – | – | 0.16% | 102 |
|
|
2020
Q1 | $38K | Sell |
826
-257
| -24% | -$11.8K | 0.15% | 109 |
|
|
2019
Q4 | $71K | Hold |
1,083
| – | – | 0.22% | 83 |
|
|
2019
Q3 | $64K | Hold |
1,083
| – | – | 0.21% | 86 |
|
|
2019
Q2 | $61K | Hold |
1,083
| – | – | 0.17% | 96 |
|
|
2019
Q1 | $57K | Hold |
1,083
| – | – | 0.19% | 95 |
|
|
2018
Q4 | $54K | Buy |
+1,083
| New | +$54K | 0.18% | 100 |
|