BWA
Burt Wealth Advisors’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-500
| Closed | -$5K | – | 719 |
|
|
2015
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $4K | Sell |
500
-600
| -55% | -$4.8K | 0.01% | 323 |
|
|
2015
Q2 | $13K | Hold |
1,100
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $13K | Buy |
1,100
+250
| +29% | +$2.96K | 0.01% | 220 |
|
|
2014
Q4 | $8K | Buy |
+850
| New | +$8K | 0.01% | 254 |
|