BWA
Burt Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-65
| Closed | -$1K | – | 411 |
|
|
2017
Q2 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 393 |
|
|
2016
Q4 | – | Sell |
-295
| Closed | -$9K | – | 429 |
|
|
2016
Q3 | $9K | Buy |
295
+1
| +0.3% | +$31 | 0.01% | 276 |
|
|
2016
Q2 | $6K | Buy |
294
+4
| +1% | +$82 | 0.01% | 304 |
|
|
2016
Q1 | $5K | Sell |
290
-94
| -24% | -$1.62K | ﹤0.01% | 384 |
|
|
2015
Q4 | $9K | Buy |
384
+5
| +1% | +$117 | 0.01% | 293 |
|
|
2015
Q3 | $13K | Hold |
379
| – | – | 0.02% | 225 |
|
|
2015
Q2 | $22K | Buy |
379
+251
| +196% | +$14.6K | 0.02% | 196 |
|
|
2015
Q1 | $6K | Buy |
128
+2
| +2% | +$94 | 0.01% | 279 |
|
|
2014
Q4 | $6K | Buy |
+126
| New | +$6K | 0.01% | 269 |
|