BWA
Burt Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-166
| Closed | -$10K | – | 311 |
|
|
2020
Q4 | $10K | Hold |
166
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $9K | Hold |
166
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $9K | Hold |
166
| – | – | ﹤0.01% | 272 |
|
|
2020
Q1 | $9K | Buy |
+166
| New | +$9K | ﹤0.01% | 274 |
|
|
2019
Q2 | – | Sell |
-621
| Closed | -$32K | – | 366 |
|
|
2019
Q1 | $32K | Buy |
621
+8
| +1% | +$412 | 0.01% | 203 |
|
|
2018
Q4 | $27K | Buy |
613
+7
| +1% | +$308 | 0.01% | 210 |
|
|
2018
Q3 | $26K | Buy |
606
+8
| +1% | +$343 | 0.01% | 231 |
|
|
2018
Q2 | $28K | Sell |
598
-491
| -45% | -$23K | 0.01% | 220 |
|
|
2018
Q1 | $49K | Buy |
1,089
+7
| +0.6% | +$315 | 0.02% | 181 |
|
|
2017
Q4 | $52K | Buy |
1,082
+7
| +0.7% | +$336 | 0.03% | 178 |
|
|
2017
Q3 | $53K | Sell |
1,075
-562
| -34% | -$27.7K | 0.03% | 173 |
|
|
2017
Q2 | $78K | Buy |
+1,637
| New | +$78K | 0.05% | 145 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$5K | – | 548 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 407 |
|