BWA
Burt Wealth Advisors’s NetEase NTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35
| Closed | -$3K | – | 265 |
|
|
2020
Q4 | $3K | Buy |
35
+28
| +400% | +$2.4K | ﹤0.01% | 330 |
|
|
2020
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 346 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 320 |
|
|
2019
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 324 |
|
|
2019
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 336 |
|
|
2018
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 330 |
|
|
2018
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 359 |
|
|
2018
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 347 |
|
|
2018
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 346 |
|