BWA
Burt Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-72
| Closed | -$19K | – | 200 |
|
|
2020
Q4 | $19K | Hold |
72
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $14K | Hold |
72
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $14K | Hold |
72
| – | – | 0.01% | 249 |
|
|
2020
Q1 | $11K | Buy |
72
+32
| +80% | +$4.89K | ﹤0.01% | 262 |
|
|
2019
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 280 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 279 |
|
|
2019
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 285 |
|
|
2018
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 299 |
|
|
2016
Q2 | – | Sell |
-6
| Closed | -$1K | – | 475 |
|
|
2016
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 508 |
|