DOUGHERTY WEALTH ADVISERS LLC – Broadridge Financial Solutions, Inc. Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$58,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
+1.24%
quarter
Broadridge Financial Solutions, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 1K | $144.32 | 403 | |
| Q2 2022 | share | 0.00% | 0 shares | -6K | $142.55 | 403 | |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $155.71 | 403 | |
| Q4 2021 | share | 0.00% | 0 shares | 7K | $182.87 | 403 | |
| Q3 2021 | share | 0.00% | 0 shares | 2K | $166.64 | 403 | |
| Q2 2021 | share | 0.00% | 0 shares | 3K | $160.92 | 403 | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $151.98 | 403 | |
| Q4 2020 | share | 0.00% | 0 shares | 9K | $151.48 | 403 | |
| Q3 2020 | share | 0.00% | 0 shares | 2K | $130 | 403 | |
| Q2 2020 | share | 0.00% | 0 shares | 13K | $123.76 | 403 | |
| Q1 2020 | share | 0.00% | 0 shares | -12K | $92.58 | 403 | |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $119.93 | 403 | |
| Q3 2019 | share | 0.00% | 0 shares | -1K | $120.26 | 403 | |
| Q2 2019 | share | 0.00% | 0 shares | 9K | $122.86 | 403 | |
| Q1 2019 | share | 0.00% | 0 shares | 3K | $99.41 | 403 | |
| Q4 2018 | share | Increase | 0.00% | 403 shares | 39K | $91.85 | 403 |