BWA
Burt Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-247
| Closed | -$26K | – | 430 |
|
|
2020
Q1 | $26K | Hold |
247
| – | – | 0.01% | 208 |
|
|
2019
Q4 | $42K | Hold |
247
| – | – | 0.02% | 185 |
|
|
2019
Q3 | $39K | Hold |
247
| – | – | 0.02% | 186 |
|
|
2019
Q2 | $42K | Hold |
247
| – | – | 0.02% | 181 |
|
|
2019
Q1 | $39K | Hold |
247
| – | – | 0.02% | 189 |
|
|
2018
Q4 | $35K | Hold |
247
| – | – | 0.02% | 193 |
|
|
2018
Q3 | $41K | Hold |
247
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $42K | Hold |
247
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $46K | Hold |
247
| – | – | 0.02% | 190 |
|
|
2017
Q4 | $42K | Hold |
247
| – | – | 0.03% | 195 |
|
|
2017
Q3 | $40K | Hold |
247
| – | – | 0.03% | 193 |
|
|
2017
Q2 | $40K | Hold |
247
| – | – | 0.03% | 205 |
|
|
2017
Q1 | $38K | Hold |
247
| – | – | 0.03% | 189 |
|
|
2016
Q4 | $39K | Hold |
247
| – | – | 0.03% | 184 |
|
|
2016
Q3 | $28K | Hold |
247
| – | – | 0.03% | 196 |
|
|
2016
Q2 | $29K | Sell |
247
-4
| -2% | -$470 | 0.03% | 190 |
|
|
2016
Q1 | $28K | Sell |
251
-31
| -11% | -$3.46K | 0.03% | 211 |
|
|
2015
Q4 | $34K | Buy |
282
+35
| +14% | +$4.22K | 0.03% | 170 |
|
|
2015
Q3 | $30K | Hold |
247
| – | – | 0.04% | 159 |
|
|
2015
Q2 | $32K | Hold |
247
| – | – | 0.03% | 170 |
|
|
2015
Q1 | $31K | Hold |
247
| – | – | 0.03% | 162 |
|
|
2014
Q4 | $31K | Buy |
+247
| New | +$31K | 0.03% | 162 |
|