BWA
Burt Wealth Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$17K | – | 337 |
|
|
2020
Q4 | $17K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2020
Q3 | $14K | Buy |
200
+100
| +100% | – | 0.01% | 264 |
|
|
2020
Q2 | $13K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 281 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 288 |
|
|
2019
Q1 | $6K | Sell |
100
-100
| -50% | -$6K | ﹤0.01% | 298 |
|
|
2018
Q4 | $12K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2018
Q3 | $15K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2018
Q2 | $13K | Buy |
200
+100
| +100% | – | 0.01% | 269 |
|
|
2018
Q1 | $11K | Buy |
+100
| New | +$11K | 0.01% | 287 |
|