BWA
Burt Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-150
| Closed | -$14K | – | 134 |
|
2020
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 270 |
|
2020
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 267 |
|
2020
Q2 | $14K | Hold |
150
| – | – | 0.01% | 248 |
|
2020
Q1 | $13K | Hold |
150
| – | – | 0.01% | 251 |
|
2019
Q4 | $18K | Hold |
150
| – | – | 0.01% | 249 |
|
2019
Q3 | $17K | Hold |
150
| – | – | 0.01% | 254 |
|
2019
Q2 | $16K | Hold |
150
| – | – | 0.01% | 258 |
|
2019
Q1 | $14K | Hold |
150
| – | – | 0.01% | 264 |
|
2018
Q4 | $15K | Hold |
150
| – | – | 0.01% | 256 |
|
2018
Q3 | $14K | Hold |
150
| – | – | 0.01% | 275 |
|
2018
Q2 | $16K | Hold |
150
| – | – | 0.01% | 263 |
|
2018
Q1 | $17K | Buy |
+150
| New | +$17K | 0.01% | 260 |
|
2016
Q2 | – | Sell |
-300
| Closed | -$20K | – | 437 |
|
2016
Q1 | $20K | Buy |
+300
| New | +$20K | 0.02% | 246 |
|