BWA
Burt Wealth Advisors’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-512
| Closed | -$28K | – | 159 |
|
2020
Q4 | $28K | Hold |
512
| – | – | 0.01% | 222 |
|
2020
Q3 | $24K | Hold |
512
| – | – | 0.01% | 227 |
|
2020
Q2 | $21K | Hold |
512
| – | – | 0.01% | 227 |
|
2020
Q1 | $15K | Hold |
512
| – | – | 0.01% | 246 |
|
2019
Q4 | $28K | Hold |
512
| – | – | 0.01% | 211 |
|
2019
Q3 | $24K | Sell |
512
-59
| -10% | -$2.77K | 0.01% | 219 |
|
2019
Q2 | $28K | Buy |
+571
| New | +$28K | 0.01% | 205 |
|