BWA
Burt Wealth Advisors’s FNB Corp FNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,182
| Closed | -$78K | – | 186 |
|
|
2020
Q4 | $78K | Sell |
8,182
-570
| -7% | -$5.43K | 0.03% | 150 |
|
|
2020
Q3 | $59K | Sell |
8,752
-1,802
| -17% | -$12.1K | 0.02% | 162 |
|
|
2020
Q2 | $79K | Hold |
10,554
| – | – | 0.03% | 136 |
|
|
2020
Q1 | $78K | Buy |
10,554
+462
| +5% | +$3.41K | 0.04% | 126 |
|
|
2019
Q4 | $128K | Hold |
10,092
| – | – | 0.05% | 107 |
|
|
2019
Q3 | $116K | Sell |
10,092
-610
| -6% | -$7.01K | 0.05% | 114 |
|
|
2019
Q2 | $126K | Hold |
10,702
| – | – | 0.06% | 109 |
|
|
2019
Q1 | $113K | Sell |
10,702
-3,370
| -24% | -$35.6K | 0.05% | 118 |
|
|
2018
Q4 | $138K | Sell |
14,072
-1,335
| -9% | -$13.1K | 0.07% | 105 |
|
|
2018
Q3 | $196K | Hold |
15,407
| – | – | 0.09% | 86 |
|
|
2018
Q2 | $207K | Sell |
15,407
-2,664
| -15% | -$35.8K | 0.1% | 73 |
|
|
2018
Q1 | $243K | Hold |
18,071
| – | – | 0.12% | 62 |
|
|
2017
Q4 | $250K | Hold |
18,071
| – | – | 0.16% | 59 |
|
|
2017
Q3 | $254K | Hold |
18,071
| – | – | 0.17% | 60 |
|
|
2017
Q2 | $255K | Buy |
+18,071
| New | +$255K | 0.18% | 55 |
|