BWA
Burt Wealth Advisors’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-859
| Closed | -$65K | – | 283 |
|
|
2020
Q4 | $65K | Hold |
859
| – | – | 0.02% | 160 |
|
|
2020
Q3 | $52K | Hold |
859
| – | – | 0.02% | 171 |
|
|
2020
Q2 | $44K | Hold |
859
| – | – | 0.02% | 183 |
|
|
2020
Q1 | $37K | Hold |
859
| – | – | 0.02% | 189 |
|
|
2019
Q4 | $39K | Hold |
859
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $35K | Hold |
859
| – | – | 0.01% | 196 |
|
|
2019
Q2 | $35K | Hold |
859
| – | – | 0.02% | 193 |
|
|
2019
Q1 | $36K | Hold |
859
| – | – | 0.02% | 196 |
|
|
2018
Q4 | $33K | Hold |
859
| – | – | 0.02% | 198 |
|
|
2018
Q3 | $45K | Hold |
859
| – | – | 0.02% | 187 |
|
|
2018
Q2 | $46K | Hold |
859
| – | – | 0.02% | 182 |
|
|
2018
Q1 | $43K | Buy |
+859
| New | +$43K | 0.02% | 192 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 524 |
|
|
2016
Q1 | $1K | Buy |
18
+15
| +500% | +$833 | ﹤0.01% | 538 |
|
|
2015
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 500 |
|