BWA
TWX
Burt Wealth Advisors’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,179
| Closed | -$112K | – | 400 |
|
|
2018
Q1 | $112K | Hold |
1,179
| – | – | 0.06% | 120 |
|
|
2017
Q4 | $108K | Buy |
1,179
+33
| +3% | +$3.02K | 0.07% | 122 |
|
|
2017
Q3 | $117K | Sell |
1,146
-836
| -42% | -$85.4K | 0.08% | 113 |
|
|
2017
Q2 | $199K | Hold |
1,982
| – | – | 0.14% | 64 |
|
|
2017
Q1 | $194K | Buy |
1,982
+434
| +28% | +$42.5K | 0.14% | 62 |
|
|
2016
Q4 | $149K | Hold |
1,548
| – | – | 0.13% | 85 |
|
|
2016
Q3 | $123K | Sell |
1,548
-100
| -6% | -$7.95K | 0.13% | 88 |
|
|
2016
Q2 | $121K | Sell |
1,648
-238
| -13% | -$17.5K | 0.13% | 88 |
|
|
2016
Q1 | $137K | Buy |
1,886
+488
| +35% | +$35.4K | 0.12% | 85 |
|
|
2015
Q4 | $90K | Hold |
1,398
| – | – | 0.07% | 110 |
|
|
2015
Q3 | $96K | Hold |
1,398
| – | – | 0.12% | 96 |
|
|
2015
Q2 | $122K | Hold |
1,398
| – | – | 0.13% | 88 |
|
|
2015
Q1 | $118K | Hold |
1,398
| – | – | 0.12% | 80 |
|
|
2014
Q4 | $119K | Buy |
+1,398
| New | +$119K | 0.13% | 85 |
|