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BWA
Burt Wealth Advisors’s
Agilent Technologies
A
Stock Holding History
Burt Wealth Advisors’s Portfolio
A Stock Details
A Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-76
Closed
-$5K
–
364
2018
Q1
$5K
Hold
76
–
–
﹤0.01%
311
2017
Q4
$5K
Hold
76
–
–
﹤0.01%
302
2017
Q3
$5K
Hold
76
–
–
﹤0.01%
294
2017
Q2
$4K
Hold
76
–
–
﹤0.01%
339
2017
Q1
$4K
Hold
76
–
–
﹤0.01%
304
2016
Q4
$3K
Hold
76
–
–
﹤0.01%
339
2016
Q3
$3K
Hold
76
–
–
﹤0.01%
340
2016
Q2
$3K
Sell
76
-18
-19%
-$776
﹤0.01%
341
2016
Q1
$4K
Buy
94
+18
+24%
+$686
﹤0.01%
395
2015
Q4
$3K
Buy
+76
New
+$2.94K
﹤0.01%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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