DWA
Dougherty Wealth Advisers’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-555
| Closed | -$55K | – | 144 |
|
|
2020
Q4 | $55K | Hold |
555
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $47K | Sell |
555
-423
| -43% | -$35.8K | 0.16% | 102 |
|
|
2020
Q2 | $85K | Hold |
978
| – | – | 0.31% | 65 |
|
|
2020
Q1 | $65K | Hold |
978
| – | – | 0.26% | 74 |
|
|
2019
Q4 | $84K | Hold |
978
| – | – | 0.26% | 77 |
|
|
2019
Q3 | $79K | Hold |
978
| – | – | 0.26% | 75 |
|
|
2019
Q2 | $72K | Hold |
978
| – | – | 0.2% | 90 |
|
|
2019
Q1 | $65K | Hold |
978
| – | – | 0.22% | 83 |
|
|
2018
Q4 | $60K | Buy |
+978
| New | +$60K | 0.2% | 93 |
|