BWA
Burt Wealth Advisors’s Core Laboratories CLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-72
| Closed | -$9K | – | 385 |
|
|
2018
Q2 | $9K | Hold |
72
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $8K | Hold |
72
| – | – | ﹤0.01% | 297 |
|
|
2017
Q4 | $8K | Hold |
72
| – | – | 0.01% | 283 |
|
|
2017
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 280 |
|
|
2017
Q2 | $7K | Hold |
72
| – | – | ﹤0.01% | 312 |
|
|
2017
Q1 | $8K | Hold |
72
| – | – | 0.01% | 272 |
|
|
2016
Q4 | $9K | Hold |
72
| – | – | 0.01% | 281 |
|
|
2016
Q3 | $8K | Hold |
72
| – | – | 0.01% | 278 |
|
|
2016
Q2 | $8K | Hold |
72
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $8K | Hold |
72
| – | – | 0.01% | 342 |
|
|
2015
Q4 | $8K | Sell |
72
-11
| -13% | -$1.22K | 0.01% | 298 |
|
|
2015
Q3 | $8K | Hold |
83
| – | – | 0.01% | 264 |
|
|
2015
Q2 | $9K | Hold |
83
| – | – | 0.01% | 275 |
|
|
2015
Q1 | $9K | Hold |
83
| – | – | 0.01% | 249 |
|
|
2014
Q4 | $10K | Buy |
+83
| New | +$10K | 0.01% | 231 |
|