BWA
POM
Burt Wealth Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,018
| Closed | -$78K | – | 757 |
|
|
2015
Q4 | $78K | Hold |
3,018
| – | – | 0.06% | 119 |
|
|
2015
Q3 | $73K | Hold |
3,018
| – | – | 0.09% | 112 |
|
|
2015
Q2 | $81K | Hold |
3,018
| – | – | 0.09% | 118 |
|
|
2015
Q1 | $81K | Hold |
3,018
| – | – | 0.08% | 110 |
|
|
2014
Q4 | $81K | Buy |
+3,018
| New | +$81K | 0.09% | 110 |
|