DOUGHERTY WEALTH ADVISERS LLC – Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
111,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
+4.60%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 5K | 2.94K | ||
| Q2 2022 | share | 0.00% | 0 shares | -29K | 2.94K | ||
| Q1 2022 | share | 0.00% | 0 shares | -15K | 2.94K | ||
| Q4 2021 | share | 0.00% | 0 shares | 10K | 2.94K | ||
| Q3 2021 | share | 0.00% | 0 shares | 4K | 2.94K | ||
| Q2 2021 | share | 0.00% | 0 shares | 6K | 2.94K | ||
| Q1 2021 | share | 0.00% | 0 shares | 2K | 2.94K | ||
| Q4 2020 | share | 0.00% | 0 shares | 31K | 2.94K | ||
| Q3 2020 | share | 0.00% | 0 shares | -4K | 2.94K | ||
| Q2 2020 | share | Decrease | -1.70% | -51 shares | 8K | 2.94K | |
| Q1 2020 | share | 0.00% | 0 shares | -49K | 2.99K | ||
| Q4 2019 | share | 0.00% | 0 shares | 19K | 2.99K | ||
| Q3 2019 | share | 0.00% | 0 shares | 11K | 2.99K | ||
| Q2 2019 | share | 0.00% | 0 shares | -1K | 2.99K | ||
| Q1 2019 | share | 0.00% | 0 shares | -4K | 2.99K | ||
| Q4 2018 | share | Increase | 0.00% | 2.99K shares | 117K | 2.99K |