Dougherty Wealth Advisers LLC's ownership history for XLK

Dougherty Wealth Advisers LLC currently holds 800 shares with a market value of $106.3K. It started holding XLK on 2024-09-30. At its peak, it held 1.0K shares on 2025-12-31. Its highest holding value was $144.0K on 2025-12-31. At its lowest, it held 500 shares on 2024-09-30, with a value of $103.2K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 300. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 300.