DOUGHERTY WEALTH ADVISERS LLC – Ameriprise Financial, Inc. Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$152,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
+6.00%
quarter
Ameriprise Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 9K | $251.95 | 603 | |
| Q2 2022 | share | 0.00% | 0 shares | -38K | $237.68 | 603 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $300.36 | 603 | |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $301.97 | 603 | |
| Q3 2021 | share | 0.00% | 0 shares | 9K | $263.15 | 603 | |
| Q2 2021 | share | 0.00% | 0 shares | 10K | $246.91 | 603 | |
| Q1 2021 | share | 0.00% | 0 shares | 23K | $229.63 | 603 | |
| Q4 2020 | share | 0.00% | 0 shares | 24K | $191.05 | 603 | |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $150.59 | 603 | |
| Q2 2020 | share | 0.00% | 0 shares | 28K | $145.66 | 603 | |
| Q1 2020 | share | 0.00% | 0 shares | -38K | $98.65 | 603 | |
| Q4 2019 | share | 0.00% | 0 shares | 11K | $159.49 | 603 | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $139.95 | 603 | |
| Q2 2019 | share | 0.00% | 0 shares | 11K | $137.12 | 603 | |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $120.21 | 603 | |
| Q4 2018 | share | Increase | 0.00% | 603 shares | 76K | $97.26 | 603 |