BWA
Burt Wealth Advisors’s Vodafone VOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,061
| Closed | -$26K | – | 400 |
|
|
2018
Q2 | $26K | Hold |
1,061
| – | – | 0.01% | 228 |
|
|
2018
Q1 | $30K | Hold |
1,061
| – | – | 0.02% | 226 |
|
|
2017
Q4 | $34K | Hold |
1,061
| – | – | 0.02% | 209 |
|
|
2017
Q3 | $30K | Hold |
1,061
| – | – | 0.02% | 214 |
|
|
2017
Q2 | $30K | Hold |
1,061
| – | – | 0.02% | 228 |
|
|
2017
Q1 | $28K | Hold |
1,061
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $26K | Hold |
1,061
| – | – | 0.02% | 215 |
|
|
2016
Q3 | $30K | Hold |
1,061
| – | – | 0.03% | 189 |
|
|
2016
Q2 | $32K | Hold |
1,061
| – | – | 0.04% | 184 |
|
|
2016
Q1 | $34K | Sell |
1,061
-492
| -32% | -$15.8K | 0.03% | 198 |
|
|
2015
Q4 | $50K | Buy |
1,553
+492
| +46% | +$15.8K | 0.04% | 150 |
|
|
2015
Q3 | $33K | Hold |
1,061
| – | – | 0.04% | 155 |
|
|
2015
Q2 | $39K | Hold |
1,061
| – | – | 0.04% | 159 |
|
|
2015
Q1 | $35K | Hold |
1,061
| – | – | 0.04% | 157 |
|
|
2014
Q4 | $36K | Buy |
+1,061
| New | +$36K | 0.04% | 154 |
|