BWA
Burt Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-58
| Closed | -$2K | – | 412 |
|
|
2020
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 344 |
|
|
2020
Q1 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 348 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 520 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 537 |
|