BWA
Burt Wealth Advisors’s TE Connectivity TEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-205
| Closed | -$25K | – | 329 |
|
|
2020
Q4 | $25K | Sell |
205
-10
| -5% | -$1.22K | 0.01% | 229 |
|
|
2020
Q3 | $21K | Buy |
215
+10
| +5% | +$977 | 0.01% | 238 |
|
|
2020
Q2 | $17K | Hold |
205
| – | – | 0.01% | 242 |
|
|
2020
Q1 | $13K | Hold |
205
| – | – | 0.01% | 254 |
|
|
2019
Q4 | $20K | Hold |
205
| – | – | 0.01% | 243 |
|
|
2019
Q3 | $19K | Hold |
205
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $20K | Hold |
205
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $17K | Hold |
205
| – | – | 0.01% | 255 |
|
|
2018
Q4 | $16K | Hold |
205
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $18K | Hold |
205
| – | – | 0.01% | 261 |
|
|
2018
Q2 | $18K | Sell |
205
-121
| -37% | -$10.6K | 0.01% | 258 |
|
|
2018
Q1 | $33K | Hold |
326
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $31K | Hold |
326
| – | – | 0.02% | 218 |
|
|
2017
Q3 | $27K | Hold |
326
| – | – | 0.02% | 219 |
|
|
2017
Q2 | $25K | Hold |
326
| – | – | 0.02% | 242 |
|
|
2017
Q1 | $24K | Hold |
326
| – | – | 0.02% | 217 |
|
|
2016
Q4 | $23K | Hold |
326
| – | – | 0.02% | 224 |
|
|
2016
Q3 | $21K | Hold |
326
| – | – | 0.02% | 216 |
|
|
2016
Q2 | $18K | Hold |
326
| – | – | 0.02% | 230 |
|
|
2016
Q1 | $20K | Hold |
326
| – | – | 0.02% | 249 |
|
|
2015
Q4 | $21K | Hold |
326
| – | – | 0.02% | 201 |
|
|
2015
Q3 | $19K | Hold |
326
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $22K | Hold |
326
| – | – | 0.02% | 195 |
|
|
2015
Q1 | $24K | Hold |
326
| – | – | 0.02% | 178 |
|
|
2014
Q4 | $22K | Buy |
+326
| New | +$22K | 0.02% | 184 |
|