Dougherty Wealth Advisers LLC Ishares Core S&P 500 ETF Transaction History

Dougherty Wealth Advisers LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	SELL	$418.06 - $479.84 $114,548 - $131,476	-274 Reduced 44.84%	337 $153,000
Q3 2021 Nov 02, 2021	SELL	$426.8 - $455.27 $55,484 - $59,185	-130 Reduced 17.54%	611 $263,000
Q4 2019 Feb 07, 2020	SELL	$289.63 - $324.32 $9,847 - $11,026	-34 Reduced 4.39%	741 $240,000
Q4 2018 Feb 11, 2019	BUY	$236.09 - $293.95 $182,969 - $227,811	775 New	775 $211,000

3,445

687M

1.45M

1.1M

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