BWA
Burt Wealth Advisors’s Mattel MAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$16K | – | 385 |
|
|
2018
Q3 | $16K | Hold |
1,000
| – | – | 0.01% | 271 |
|
|
2018
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $13K | Sell |
1,000
-200
| -17% | -$2.6K | 0.01% | 274 |
|
|
2017
Q4 | $18K | Buy |
1,200
+200
| +20% | +$3K | 0.01% | 249 |
|
|
2017
Q3 | $15K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $21K | Hold |
1,000
| – | – | 0.01% | 250 |
|
|
2017
Q1 | $26K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2016
Q4 | $28K | Hold |
1,000
| – | – | 0.03% | 209 |
|
|
2016
Q3 | $30K | Hold |
1,000
| – | – | 0.03% | 188 |
|
|
2016
Q2 | $31K | Hold |
1,000
| – | – | 0.03% | 187 |
|
|
2016
Q1 | $34K | Sell |
1,000
-163
| -14% | -$5.54K | 0.03% | 196 |
|
|
2015
Q4 | $31K | Buy |
1,163
+163
| +16% | +$4.35K | 0.02% | 174 |
|
|
2015
Q3 | $21K | Hold |
1,000
| – | – | 0.03% | 181 |
|
|
2015
Q2 | $26K | Hold |
1,000
| – | – | 0.03% | 184 |
|
|
2015
Q1 | $23K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2014
Q4 | $32K | Buy |
+1,000
| New | +$32K | 0.03% | 159 |
|