BWA
Burt Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-264
| Closed | -$72K | – | 252 |
|
|
2020
Q4 | $72K | Buy |
264
+4
| +2% | +$1.09K | 0.02% | 155 |
|
|
2020
Q3 | $68K | Hold |
260
| – | – | 0.03% | 152 |
|
|
2020
Q2 | $59K | Buy |
260
+6
| +2% | +$1.36K | 0.02% | 169 |
|
|
2020
Q1 | $42K | Hold |
254
| – | – | 0.02% | 176 |
|
|
2019
Q4 | $52K | Hold |
254
| – | – | 0.02% | 169 |
|
|
2019
Q3 | $45K | Sell |
254
-28
| -10% | -$4.96K | 0.02% | 174 |
|
|
2019
Q2 | $54K | Hold |
282
| – | – | 0.02% | 164 |
|
|
2019
Q1 | $47K | Buy |
282
+28
| +11% | +$4.67K | 0.02% | 180 |
|
|
2018
Q4 | $33K | Hold |
254
| – | – | 0.02% | 197 |
|
|
2018
Q3 | $42K | Buy |
254
+25
| +11% | +$4.13K | 0.02% | 192 |
|
|
2018
Q2 | $44K | Hold |
229
| – | – | 0.02% | 185 |
|
|
2018
Q1 | $37K | Sell |
229
-165
| -42% | -$26.7K | 0.02% | 204 |
|
|
2017
Q4 | $70K | Buy |
394
+29
| +8% | +$5.15K | 0.04% | 154 |
|
|
2017
Q3 | $62K | Hold |
365
| – | – | 0.04% | 160 |
|
|
2017
Q2 | $55K | Hold |
365
| – | – | 0.04% | 173 |
|
|
2017
Q1 | $52K | Hold |
365
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $18K | Hold |
365
| – | – | 0.02% | 241 |
|
|
2016
Q3 | $46K | Buy |
365
+165
| +83% | +$20.8K | 0.05% | 163 |
|
|
2016
Q2 | $22K | Hold |
200
| – | – | 0.02% | 209 |
|
|
2016
Q1 | $23K | Hold |
200
| – | – | 0.02% | 234 |
|
|
2015
Q4 | $20K | Buy |
+200
| New | +$20K | 0.02% | 207 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$21K | – | 398 |
|
|
2015
Q1 | $21K | Buy |
+250
| New | +$21K | 0.02% | 188 |
|