BWA
Burt Wealth Advisors’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-90
| Closed | -$3K | – | 370 |
|
|
2019
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 321 |
|
|
2018
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 319 |
|
|
2018
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 320 |
|
|
2018
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 321 |
|
|
2018
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 318 |
|
|
2017
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 322 |
|
|
2017
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 313 |
|
|
2017
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 351 |
|
|
2017
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 309 |
|
|
2016
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 346 |
|
|
2016
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 346 |
|
|
2016
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $4K | Sell |
90
-73
| -45% | -$3.24K | ﹤0.01% | 407 |
|
|
2015
Q4 | $5K | Buy |
163
+1
| +0.6% | +$31 | ﹤0.01% | 375 |
|
|
2015
Q3 | $4K | Sell |
162
-930
| -85% | -$23K | 0.01% | 324 |
|
|
2015
Q2 | $37K | Buy |
1,092
+1
| +0.1% | +$34 | 0.04% | 162 |
|
|
2015
Q1 | $45K | Buy |
1,091
+1
| +0.1% | +$41 | 0.05% | 148 |
|
|
2014
Q4 | $42K | Buy |
+1,090
| New | +$42K | 0.04% | 150 |
|