DWA
Dougherty Wealth Advisers’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45
| Closed | -$15K | – | 176 |
|
|
2019
Q4 | $15K | Hold |
45
| – | – | 0.05% | 159 |
|
|
2019
Q3 | $13K | Sell |
45
-110
| -71% | -$31.8K | 0.04% | 162 |
|
|
2019
Q2 | $46K | Buy |
155
+110
| +244% | +$32.6K | 0.13% | 126 |
|
|
2019
Q1 | $12K | Hold |
45
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $11K | Buy |
+45
| New | +$11K | 0.04% | 181 |
|