BWA
Burt Wealth Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-256
| Closed | -$40K | – | 334 |
|
|
2020
Q4 | $40K | Buy |
256
+6
| +2% | +$938 | 0.01% | 197 |
|
|
2020
Q3 | $33K | Hold |
250
| – | – | 0.01% | 207 |
|
|
2020
Q2 | $31K | Hold |
250
| – | – | 0.01% | 207 |
|
|
2020
Q1 | $30K | Hold |
250
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $35K | Hold |
250
| – | – | 0.01% | 196 |
|
|
2019
Q3 | $34K | Hold |
250
| – | – | 0.01% | 199 |
|
|
2019
Q2 | $31K | Hold |
250
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $30K | Hold |
250
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $29K | Hold |
250
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $31K | Hold |
250
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $32K | Hold |
250
| – | – | 0.02% | 210 |
|
|
2018
Q1 | $33K | Hold |
250
| – | – | 0.02% | 216 |
|
|
2017
Q4 | $32K | Hold |
250
| – | – | 0.02% | 215 |
|
|
2017
Q3 | $30K | Buy |
+250
| New | +$30K | 0.02% | 213 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$4K | – | 426 |
|
|
2016
Q2 | $4K | Sell |
50
-190
| -79% | -$15.2K | ﹤0.01% | 334 |
|
|
2016
Q1 | $26K | Buy |
240
+30
| +14% | +$3.25K | 0.02% | 220 |
|
|
2015
Q4 | $25K | Sell |
210
-197
| -48% | -$23.5K | 0.02% | 187 |
|
|
2015
Q3 | $22K | Buy |
407
+257
| +171% | +$13.9K | 0.03% | 176 |
|
|
2015
Q2 | $21K | Buy |
+150
| New | +$21K | 0.02% | 203 |
|