BWA
Burt Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-580
| Closed | -$41K | – | 150 |
|
|
2020
Q4 | $41K | Hold |
580
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $32K | Hold |
580
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $31K | Hold |
580
| – | – | 0.01% | 203 |
|
|
2020
Q1 | $20K | Buy |
580
+68
| +13% | +$2.35K | 0.01% | 225 |
|
|
2019
Q4 | $33K | Sell |
512
-95
| -16% | -$6.12K | 0.01% | 197 |
|
|
2019
Q3 | $43K | Buy |
607
+36
| +6% | +$2.55K | 0.02% | 181 |
|
|
2019
Q2 | $43K | Sell |
571
-1,144
| -67% | -$86.2K | 0.02% | 176 |
|
|
2019
Q1 | $91K | Hold |
1,715
| – | – | 0.04% | 128 |
|
|
2018
Q4 | $92K | Hold |
1,715
| – | – | 0.04% | 129 |
|
|
2018
Q3 | $110K | Hold |
1,715
| – | – | 0.05% | 127 |
|
|
2018
Q2 | $113K | Sell |
1,715
-195
| -10% | -$12.8K | 0.05% | 117 |
|
|
2018
Q1 | $122K | Hold |
1,910
| – | – | 0.06% | 114 |
|
|
2017
Q4 | $136K | Buy |
1,910
+195
| +11% | +$13.9K | 0.08% | 102 |
|
|
2017
Q3 | $119K | Buy |
1,715
+1,430
| +502% | +$99.2K | 0.08% | 111 |
|
|
2017
Q2 | $17K | Buy |
+285
| New | +$17K | 0.01% | 259 |
|
|
2016
Q2 | – | Sell |
-250
| Closed | -$13K | – | 457 |
|
|
2016
Q1 | $13K | Buy |
+250
| New | +$13K | 0.01% | 295 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$11K | – | 403 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | 0.01% | 241 |
|
|
2014
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 234 |
|