BWA
Burt Wealth Advisors’s Ford F Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-216
| Closed | -$2K | – | 181 |
|
2020
Q4 | $2K | Hold |
216
| – | – | ﹤0.01% | 347 |
|
2020
Q3 | $1K | Hold |
216
| – | – | ﹤0.01% | 374 |
|
2020
Q2 | $1K | Hold |
216
| – | – | ﹤0.01% | 378 |
|
2020
Q1 | $1K | Hold |
216
| – | – | ﹤0.01% | 373 |
|
2019
Q4 | $2K | Hold |
216
| – | – | ﹤0.01% | 319 |
|
2019
Q3 | $2K | Hold |
216
| – | – | ﹤0.01% | 317 |
|
2019
Q2 | $2K | Hold |
216
| – | – | ﹤0.01% | 321 |
|
2019
Q1 | $2K | Hold |
216
| – | – | ﹤0.01% | 333 |
|
2018
Q4 | $2K | Sell |
216
-100
| -32% | -$926 | ﹤0.01% | 327 |
|
2018
Q3 | $3K | Buy |
316
+100
| +46% | +$949 | ﹤0.01% | 340 |
|
2018
Q2 | $2K | Hold |
216
| – | – | ﹤0.01% | 341 |
|
2018
Q1 | $2K | Hold |
216
| – | – | ﹤0.01% | 347 |
|
2017
Q4 | $3K | Hold |
216
| – | – | ﹤0.01% | 327 |
|
2017
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 317 |
|
2017
Q2 | $2K | Hold |
216
| – | – | ﹤0.01% | 368 |
|
2017
Q1 | $3K | Buy |
+216
| New | +$3K | ﹤0.01% | 313 |
|
2016
Q2 | – | Sell |
-333
| Closed | -$4K | – | 466 |
|
2016
Q1 | $4K | Sell |
333
-334
| -50% | -$4.01K | ﹤0.01% | 400 |
|
2015
Q4 | $9K | Buy |
+667
| New | +$9K | 0.01% | 283 |
|