BWA
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BDO Wealth Advisors’s Factset FDS Stock Holding History

BDO Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed -$2K – 1193
2020
Q4 		$2K Hold
6
– – ﹤0.01% 764
2020
Q3 		$2K Hold
6
– – ﹤0.01% 684
2020
Q2 		$2K Hold
6
– – ﹤0.01% 621
2020
Q1 		$2K Buy
+6
New +$2K ﹤0.01% 671