BWA
Burt Wealth Advisors’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 414 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 430 |
|
|
2018
Q2 | – | Sell |
-28
| Closed | -$2K | – | 386 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 355 |
|
|
2017
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 348 |
|
|
2017
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 328 |
|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 390 |
|
|
2017
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 325 |
|
|
2016
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 381 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 391 |
|
|
2016
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 457 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 502 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 373 |
|
|
2015
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 351 |
|
|
2015
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 321 |
|
|
2014
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 309 |
|