BWA
Burt Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-40
| Closed | -$2K | – | 399 |
|
|
2020
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$4K | – | 407 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 295 |
|
|
2019
Q3 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 307 |
|
|
2019
Q2 | $7K | Sell |
100
-250
| -71% | -$17.5K | ﹤0.01% | 284 |
|
|
2019
Q1 | $22K | Hold |
350
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $18K | Buy |
350
+100
| +40% | +$5.14K | 0.01% | 242 |
|
|
2018
Q3 | $18K | Hold |
250
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $17K | Hold |
250
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $17K | Hold |
250
| – | – | 0.01% | 259 |
|
|
2017
Q4 | $19K | Buy |
+250
| New | +$19K | 0.01% | 243 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$1K | – | 361 |
|
|
2017
Q2 | $1K | Sell |
15
-278
| -95% | -$18.5K | ﹤0.01% | 381 |
|
|
2017
Q1 | $18K | Buy |
293
+278
| +1,853% | +$17.1K | 0.01% | 230 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 365 |
|
|
2016
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 363 |
|
|
2016
Q2 | $1K | Sell |
15
-750
| -98% | -$50K | ﹤0.01% | 375 |
|
|
2016
Q1 | $32K | Buy |
765
+750
| +5,000% | +$31.4K | 0.03% | 201 |
|
|
2015
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 485 |
|
|
2015
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 356 |
|
|
2015
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 365 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 334 |
|
|
2014
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 303 |
|