BWA
BAC.PRI.CL

Burt Wealth Advisors’s Bk Of Amer Corp 6.625% Ser I BAC.PRI.CL Stock Holding History

Burt Wealth Advisors’s Portfolio BAC.PRI.CL Stock Details BAC.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-397
Closed -$11K – 601
2016
Q1 		$11K Sell
397
-398
-50% -$10.5K 0.01% 318
2015
Q4 		$21K Buy
+795
New +$20.9K 0.02% 204

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NCM
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WAS
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MWP
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