BWA
Burt Wealth Advisors’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,000
| Closed | -$87K | – | 105 |
|
|
2020
Q4 | $87K | Hold |
6,000
| – | – | 0.03% | 140 |
|
|
2020
Q3 | $75K | Hold |
6,000
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $76K | Hold |
6,000
| – | – | 0.03% | 139 |
|
|
2020
Q1 | $71K | Hold |
6,000
| – | – | 0.03% | 136 |
|
|
2019
Q4 | $96K | Hold |
6,000
| – | – | 0.04% | 127 |
|
|
2019
Q3 | $89K | Hold |
6,000
| – | – | 0.04% | 133 |
|
|
2019
Q2 | $87K | Hold |
6,000
| – | – | 0.04% | 131 |
|
|
2019
Q1 | $86K | Hold |
6,000
| – | – | 0.04% | 132 |
|
|
2018
Q4 | $86K | Hold |
6,000
| – | – | 0.04% | 134 |
|
|
2018
Q3 | $96K | Hold |
6,000
| – | – | 0.04% | 140 |
|
|
2018
Q2 | $100K | Hold |
6,000
| – | – | 0.05% | 127 |
|
|
2018
Q1 | $115K | Hold |
6,000
| – | – | 0.06% | 118 |
|
|
2017
Q4 | $103K | Hold |
6,000
| – | – | 0.06% | 123 |
|
|
2017
Q3 | $107K | Hold |
6,000
| – | – | 0.07% | 121 |
|
|
2017
Q2 | $95K | Hold |
6,000
| – | – | 0.07% | 121 |
|
|
2017
Q1 | $85K | Hold |
6,000
| – | – | 0.06% | 123 |
|
|
2016
Q4 | $75K | Hold |
6,000
| – | – | 0.07% | 132 |
|
|
2016
Q3 | $68K | Sell |
6,000
-198
| -3% | -$2.24K | 0.07% | 133 |
|
|
2016
Q2 | $75K | Hold |
6,198
| – | – | 0.08% | 126 |
|
|
2016
Q1 | $96K | Hold |
6,198
| – | – | 0.09% | 111 |
|
|
2015
Q4 | $87K | Hold |
6,198
| – | – | 0.07% | 113 |
|
|
2015
Q3 | $102K | Hold |
6,198
| – | – | 0.13% | 87 |
|
|
2015
Q2 | $132K | Hold |
6,198
| – | – | 0.14% | 83 |
|
|
2015
Q1 | $127K | Hold |
6,198
| – | – | 0.13% | 75 |
|
|
2014
Q4 | $137K | Buy |
+6,198
| New | +$137K | 0.15% | 72 |
|