BURT WEALTH ADVISORS – Transaction History
BURT WEALTH ADVISORS portfolio value:
788,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.24% | -860 shares | -121K | 15.54K | |
| Q2 2022 | share | Decrease | -2.95% | -499 shares | -123K | 16.40K | |
| Q1 2022 | share | Decrease | -4.57% | -809 shares | -81K | 16.90K | |
| Q4 2021 | share | Decrease | -56.39% | -22.90K shares | -1.43M | 17.71K | |
| Q3 2021 | share | Decrease | -0.89% | -365 shares | -84K | 40.62K | |
| Q2 2021 | share | Decrease | -67.70% | -85.9K shares | -5.38M | 40.98K | |
| Q1 2021 | share | Decrease | -57.18% | -169.41K shares | -10.08M | 126.88K | |
| Q4 2020 | share | Increase | +3.27% | 9.37K shares | 2.26M | 296.29K | |
| Q3 2020 | share | Increase | +2.27% | 6.37K shares | 1.24M | 286.92K | |
| Q2 2020 | share | Increase | +5.27% | 14.05K shares | 2.08M | 280.55K | |
| Q1 2020 | share | Decrease | -4.27% | -11.88K shares | -3.82M | 266.50K | |
| Q4 2019 | share | Increase | +22260.00% | 277.13K shares | 16.25M | 278.38K | |
| Q3 2019 | share | Increase | 0.00% | 1.24K shares | 71K | 1.24K |