BWA
Burt Wealth Advisors’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-406
| Closed | -$12K | – | 414 |
|
|
2017
Q2 | $12K | Buy |
+406
| New | +$12K | 0.01% | 288 |
|
|
2017
Q1 | – | Sell |
-403
| Closed | -$11K | – | 395 |
|
|
2016
Q4 | $11K | Buy |
403
+3
| +0.8% | +$82 | 0.01% | 276 |
|
|
2016
Q3 | $10K | Sell |
400
-1
| -0.2% | -$25 | 0.01% | 266 |
|
|
2016
Q2 | $9K | Buy |
401
+4
| +1% | +$90 | 0.01% | 277 |
|
|
2016
Q1 | $10K | Hold |
397
| – | – | 0.01% | 325 |
|
|
2015
Q4 | $9K | Buy |
397
+3
| +0.8% | +$68 | 0.01% | 294 |
|
|
2015
Q3 | $9K | Buy |
+394
| New | +$9K | 0.01% | 261 |
|