BWA
Burt Wealth Advisors’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-229
| Closed | -$9K | – | 402 |
|
|
2020
Q3 | $9K | Hold |
229
| – | – | ﹤0.01% | 285 |
|
|
2020
Q2 | $8K | Hold |
229
| – | – | ﹤0.01% | 275 |
|
|
2020
Q1 | $7K | Hold |
229
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $11K | Hold |
229
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $10K | Hold |
229
| – | – | ﹤0.01% | 270 |
|
|
2019
Q2 | $10K | Hold |
229
| – | – | ﹤0.01% | 270 |
|
|
2019
Q1 | $11K | Hold |
229
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $9K | Hold |
229
| – | – | ﹤0.01% | 276 |
|
|
2018
Q3 | $11K | Hold |
229
| – | – | 0.01% | 288 |
|
|
2018
Q2 | $12K | Hold |
229
| – | – | 0.01% | 272 |
|
|
2018
Q1 | $12K | Hold |
229
| – | – | 0.01% | 277 |
|
|
2017
Q4 | $13K | Hold |
229
| – | – | 0.01% | 259 |
|
|
2017
Q3 | $13K | Hold |
229
| – | – | 0.01% | 254 |
|
|
2017
Q2 | $12K | Hold |
229
| – | – | 0.01% | 285 |
|
|
2017
Q1 | $12K | Hold |
229
| – | – | 0.01% | 247 |
|
|
2016
Q4 | $12K | Hold |
229
| – | – | 0.01% | 267 |
|
|
2016
Q3 | $10K | Hold |
229
| – | – | 0.01% | 264 |
|
|
2016
Q2 | $9K | Sell |
229
-500
| -69% | -$19.7K | 0.01% | 272 |
|
|
2016
Q1 | $30K | Buy |
729
+500
| +218% | +$20.6K | 0.03% | 207 |
|
|
2015
Q4 | $8K | Buy |
+229
| New | +$8K | 0.01% | 306 |
|