BWA
Burt Wealth Advisors’s MillerKnoll MLKN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-57
| Closed | -$1K | – | 425 |
|
|
2020
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 379 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$5K | – | 419 |
|
|
2016
Q3 | $5K | Sell |
200
-100
| -33% | -$2.5K | 0.01% | 315 |
|
|
2016
Q2 | $8K | Hold |
300
| – | – | 0.01% | 286 |
|
|
2016
Q1 | $9K | Hold |
300
| – | – | 0.01% | 334 |
|
|
2015
Q4 | $8K | Hold |
300
| – | – | 0.01% | 309 |
|
|
2015
Q3 | $8K | Hold |
300
| – | – | 0.01% | 273 |
|
|
2015
Q2 | $9K | Buy |
+300
| New | +$9K | 0.01% | 277 |
|