BWA
Burt Wealth Advisors’s Altimmune ALT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-60
| Closed | -$1K | – | 101 |
|
2020
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 361 |
|
2020
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 368 |
|
2020
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 361 |
|
2020
Q1 | $0 | Hold |
60
| – | – | ﹤0.01% | 403 |
|
2019
Q4 | $0 | Hold |
60
| – | – | ﹤0.01% | 335 |
|
2019
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 335 |
|
2019
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 338 |
|
2019
Q1 | $0 | Hold |
60
| – | – | ﹤0.01% | 354 |
|
2018
Q4 | $0 | Hold |
60
| – | – | ﹤0.01% | 350 |
|
2018
Q3 | $0 | Sell |
60
-1,727
| -97% | – | ﹤0.01% | 381 |
|
2018
Q2 | $1K | Hold |
1,787
| – | – | ﹤0.01% | 353 |
|
2018
Q1 | $2K | Hold |
1,787
| – | – | ﹤0.01% | 341 |
|
2017
Q4 | $4K | Hold |
1,787
| – | – | ﹤0.01% | 311 |
|
2017
Q3 | $4K | Hold |
1,787
| – | – | ﹤0.01% | 305 |
|
2017
Q2 | $57K | Sell |
1,787
-16,083
| -90% | -$513K | 0.04% | 171 |
|
2017
Q1 | $15K | Hold |
17,870
| – | – | 0.01% | 236 |
|
2016
Q4 | $58K | Hold |
17,870
| – | – | 0.05% | 155 |
|
2016
Q3 | $51K | Sell |
17,870
-12,130
| -40% | -$34.6K | 0.05% | 156 |
|
2016
Q2 | $73K | Hold |
30,000
| – | – | 0.08% | 129 |
|
2016
Q1 | $57K | Hold |
30,000
| – | – | 0.05% | 154 |
|
2015
Q4 | $57K | Hold |
30,000
| – | – | 0.05% | 135 |
|
2015
Q3 | $39K | Hold |
30,000
| – | – | 0.05% | 147 |
|
2015
Q2 | $54K | Hold |
30,000
| – | – | 0.06% | 145 |
|
2015
Q1 | $49K | Hold |
30,000
| – | – | 0.05% | 140 |
|
2014
Q4 | $54K | Buy |
+30,000
| New | +$54K | 0.06% | 136 |
|