BWA
MON
Burt Wealth Advisors’s Monsanto Co MON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-450
| Closed | -$53K | – | 401 |
|
2018
Q1 | $53K | Hold |
450
| – | – | 0.03% | 176 |
|
2017
Q4 | $53K | Hold |
450
| – | – | 0.03% | 177 |
|
2017
Q3 | $54K | Sell |
450
-60
| -12% | -$7.2K | 0.04% | 170 |
|
2017
Q2 | $60K | Hold |
510
| – | – | 0.04% | 169 |
|
2017
Q1 | $58K | Sell |
510
-72
| -12% | -$8.19K | 0.04% | 153 |
|
2016
Q4 | $61K | Hold |
582
| – | – | 0.05% | 153 |
|
2016
Q3 | $59K | Hold |
582
| – | – | 0.06% | 145 |
|
2016
Q2 | $60K | Hold |
582
| – | – | 0.07% | 140 |
|
2016
Q1 | $51K | Hold |
582
| – | – | 0.05% | 169 |
|
2015
Q4 | $57K | Hold |
582
| – | – | 0.05% | 137 |
|
2015
Q3 | $49K | Hold |
582
| – | – | 0.06% | 139 |
|
2015
Q2 | $62K | Hold |
582
| – | – | 0.07% | 137 |
|
2015
Q1 | $57K | Hold |
582
| – | – | 0.06% | 130 |
|
2014
Q4 | $70K | Buy |
+582
| New | +$70K | 0.07% | 118 |
|