BWA
PEO

Burt Wealth Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Burt Wealth Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,539
Closed -$45K – 386
2017
Q2 		$45K Buy
+2,539
New +$45K 0.03% 192