BWA
EE

Burt Wealth Advisors’s El Paso Electric Company EE Stock Holding History

Burt Wealth Advisors’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-82
Closed -$5K – 452
2020
Q2 		$5K Hold
82
– – ﹤0.01% 299
2020
Q1 		$6K Buy
+82
New +$5.55K ﹤0.01% 308

Burt Wealth Advisors's EE Position: Q3 2020 in Review

Burt Wealth Advisors sold out of El Paso Electric Company (EE) in Q3 2020, closing a stake of 82 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in EE in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 0 funds tracked by Wall St. Rank hold EE as of Q3 2020.

  • Burt Wealth Advisors reported no remaining El Paso Electric Company position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 82 El Paso Electric Company shares in Q3 2020, an estimated $5K.
  • Burt Wealth Advisors first reported a position in El Paso Electric Company in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's El Paso Electric Company position peaked at $6K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held El Paso Electric Company as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.