BWA
Burt Wealth Advisors’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-99
| Closed | -$6K | – | 382 |
|
|
2017
Q3 | $6K | Hold |
99
| – | – | ﹤0.01% | 293 |
|
|
2017
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 336 |
|
|
2017
Q1 | $6K | Hold |
99
| – | – | ﹤0.01% | 290 |
|
|
2016
Q4 | $7K | Sell |
99
-35
| -26% | -$2.48K | 0.01% | 301 |
|
|
2016
Q3 | $6K | Hold |
134
| – | – | 0.01% | 301 |
|
|
2016
Q2 | $5K | Hold |
134
| – | – | 0.01% | 316 |
|
|
2016
Q1 | $7K | Hold |
134
| – | – | 0.01% | 357 |
|
|
2015
Q4 | $5K | Hold |
134
| – | – | ﹤0.01% | 373 |
|
|
2015
Q3 | $6K | Hold |
134
| – | – | 0.01% | 300 |
|
|
2015
Q2 | $6K | Hold |
134
| – | – | 0.01% | 307 |
|
|
2015
Q1 | $7K | Hold |
134
| – | – | 0.01% | 270 |
|
|
2014
Q4 | $8K | Buy |
+134
| New | +$8K | 0.01% | 250 |
|