DWA
Dougherty Wealth Advisers’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-464
| Closed | -$45K | – | 175 |
|
|
2019
Q4 | $45K | Hold |
464
| – | – | 0.14% | 123 |
|
|
2019
Q3 | $43K | Hold |
464
| – | – | 0.14% | 116 |
|
|
2019
Q2 | $44K | Hold |
464
| – | – | 0.12% | 132 |
|
|
2019
Q1 | $37K | Hold |
464
| – | – | 0.13% | 126 |
|
|
2018
Q4 | $38K | Buy |
+464
| New | +$38K | 0.13% | 128 |
|