Ishares Tr msci lw crb tg shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Ishares Tr msci lw crb tg
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Quarterly reported holdings in Ishares Tr msci lw crb tg by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19k | 106 | 179.49 |
| 2023-12-31 | $18k | 107 | 165.48 |
| 2023-09-30 | $16k | 107 | 150.25 |
| 2023-06-30 | $17k | 107 | 156.39 |
| 2023-03-31 | $16k | 107 | 147.94 |
| 2022-12-31 | $15k | 105 | 138.14 |
| 2022-09-30 | $13k | 105 | 123.81 |
| 2022-06-30 | $14k | 105 | 133.33 |
| 2022-03-31 | $17k | 105 | 161.90 |
| 2021-12-31 | $18k | 105 | 171.43 |
| 2021-09-30 | $17k | 105 | 161.90 |
| 2021-06-30 | $17k | 105 | 161.90 |
| 2021-03-31 | $17k | 108 | 157.41 |
| 2020-12-31 | $16k | 108 | 148.15 |
| 2020-09-30 | $14k | 108 | 129.63 |
| 2020-06-30 | $13k | 108 | 120.37 |
| 2020-03-31 | $11k | 108 | 101.85 |
| 2019-12-31 | $14k | 108 | 129.63 |
| 2019-09-30 | $13k | 108 | 120.37 |
| 2019-06-30 | $13k | 108 | 120.37 |