BURT WEALTH ADVISORS – Transaction History
BURT WEALTH ADVISORS portfolio value:
668,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.80% | -546 shares | -48K | 13.82K | |
| Q2 2022 | share | Decrease | -74.95% | -42.98K shares | -2.27M | 14.36K | |
| Q1 2022 | share | Increase | +227.73% | 39.85K shares | 2.03M | 57.34K | |
| Q4 2021 | share | Decrease | -82.94% | -85.08K shares | -4.69M | 17.49K | |
| Q3 2021 | share | Increase | +2439.23% | 98.54K shares | 5.42M | 102.58K | |
| Q2 2021 | share | Increase | 0.00% | 4.04K shares | 223K | 4.04K | |
| Q1 2021 | share | Decrease | -100.00% | -3.09K shares | -174K | 0 | |
| Q4 2020 | share | Increase | +3.54% | 106 shares | 8K | 3.09K | |
| Q3 2020 | share | Increase | +127.97% | 1.67K shares | 93K | 2.99K | |
| Q2 2020 | share | Decrease | -10.20% | -149 shares | -7K | 1.31K | |
| Q1 2020 | share | Increase | +154.09% | 886 shares | 48K | 1.46K | |
| Q4 2019 | share | Increase | +475.00% | 475 shares | 26K | 575 | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | 100 | ||
| Q2 2019 | share | Increase | 0.00% | 100 shares | 5K | 100 |