BWA
TOFR
Burt Wealth Advisors’s Stock Split Index Fund TOFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-500
| Closed | -$8K | – | 606 |
|
|
2016
Q1 | $8K | Hold |
500
| – | – | 0.01% | 351 |
|
|
2015
Q4 | $7K | Hold |
500
| – | – | 0.01% | 336 |
|
|
2015
Q3 | $7K | Hold |
500
| – | – | 0.01% | 292 |
|
|
2015
Q2 | $8K | Sell |
500
-300
| -38% | -$4.8K | 0.01% | 292 |
|
|
2015
Q1 | $12K | Hold |
800
| – | – | 0.01% | 233 |
|
|
2014
Q4 | $13K | Buy |
+800
| New | +$13K | 0.01% | 216 |
|