Burt Wealth Advisors’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-62
| Closed | -$2K | – | 405 |
|
|
2019
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 317 |
|
|
2019
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 315 |
|
|
2019
Q2 | – | Hold |
0
| – | -$2K | – | 316 |
|
|
2019
Q1 | – | Hold |
0
| – | -$1K | – | 327 |
|
|
2018
Q4 | – | Hold |
0
| – | -$2K | – | 340 |
|
|
2018
Q3 | – | Hold |
0
| – | -$2K | – | 348 |
|
|
2018
Q2 | – | Hold |
0
| – | -$1K | – | 336 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 361 |
|
|
2017
Q4 | – | Hold |
0
| – | -$1K | – | 372 |
|
|
2017
Q3 | – | Sell |
-62
| Closed | -$1K | – | 336 |
|
|
2017
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 378 |
|
|
2017
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 334 |
|
|
2016
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 363 |
|
|
2016
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 361 |
|