BWA
Burt Wealth Advisors’s Spirit AeroSystems SPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-248
| Closed | -$5K | – | 418 |
|
|
2020
Q3 | $5K | Hold |
248
| – | – | ﹤0.01% | 314 |
|
|
2020
Q2 | $6K | Hold |
248
| – | – | ﹤0.01% | 292 |
|
|
2020
Q1 | $6K | Hold |
248
| – | – | ﹤0.01% | 303 |
|
|
2019
Q4 | $18K | Hold |
248
| – | – | 0.01% | 253 |
|
|
2019
Q3 | $20K | Hold |
248
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $20K | Hold |
248
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $23K | Hold |
248
| – | – | 0.01% | 233 |
|
|
2018
Q4 | $18K | Sell |
248
-75
| -23% | -$5.44K | 0.01% | 246 |
|
|
2018
Q3 | $30K | Hold |
323
| – | – | 0.01% | 221 |
|
|
2018
Q2 | $28K | Hold |
323
| – | – | 0.01% | 221 |
|
|
2018
Q1 | $27K | Hold |
323
| – | – | 0.01% | 235 |
|
|
2017
Q4 | $28K | Buy |
323
+75
| +30% | +$6.5K | 0.02% | 225 |
|
|
2017
Q3 | $19K | Hold |
248
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $14K | Hold |
248
| – | – | 0.01% | 279 |
|
|
2017
Q1 | $14K | Hold |
248
| – | – | 0.01% | 244 |
|
|
2016
Q4 | $14K | Hold |
248
| – | – | 0.01% | 256 |
|
|
2016
Q3 | $11K | Hold |
248
| – | – | 0.01% | 260 |
|
|
2016
Q2 | $10K | Hold |
248
| – | – | 0.01% | 265 |
|
|
2016
Q1 | $11K | Hold |
248
| – | – | 0.01% | 315 |
|
|
2015
Q4 | $12K | Buy |
+248
| New | +$12K | 0.01% | 260 |
|