BURT WEALTH ADVISORS – Transaction History
BURT WEALTH ADVISORS portfolio value:
$597,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -23K | $55.81 | 10.7K | |
| Q2 2022 | share | 0.00% | 0 shares | -181K | $57.99 | 10.7K | |
| Q1 2022 | share | 0.00% | 0 shares | -75K | $74.82 | 10.7K | |
| Q4 2021 | share | Increase | +98.33% | 5.30K shares | 77K | $165.03 | 10.7K |
| Q3 2021 | share | Increase | +100.00% | 5.39K shares | 12K | $148.09 | 10.79K |
| Q2 2021 | share | Increase | +99.74% | 5.38K shares | 86K | $145.82 | 10.79K |
| Q1 2021 | share | Increase | +98.90% | 5.37K shares | 3K | $129.53 | 10.80K |
| Q4 2020 | share | Increase | +100.00% | 5.43K shares | 72K | $128.03 | 10.86K |
| Q3 2020 | share | Increase | +87.08% | 5.05K shares | 36K | $114.67 | 10.86K |
| Q2 2020 | share | Increase | +100.00% | 5.80K shares | 127K | $100.94 | 11.61K |
| Q1 2020 | share | Increase | +85.82% | 5.36K shares | -118K | $79.05 | 11.61K |
| Q4 2019 | share | Increase | +100.00% | 6.25K shares | 56K | $92.01 | 12.5K |
| Q3 2019 | share | Increase | +100.00% | 6.25K shares | 5K | $83.02 | 12.5K |
| Q2 2019 | share | Increase | +100.96% | 6.28K shares | 26K | $82.02 | 12.5K |
| Q1 2019 | share | Decrease | -78.43% | -45.23K shares | -3.48M | $78.11 | 12.44K |
| Q4 2018 | share | Increase | 0.00% | 115.35K shares | 3.97M | $67.65 | 115.35K |
| Q3 2017 | share | Decrease | -100.00% | -597 shares | -35K | $64.09 | 0 |
| Q2 2017 | share | Increase | 0.00% | 1.19K shares | 35K | $61.1 | 1.19K |
| Q1 2017 | share | Decrease | -100.00% | -593 shares | -33K | $58.31 | 0 |
| Q4 2016 | share | Increase | +100.68% | 595 shares | 1K | $53.7 | 1.18K |
| Q3 2016 | share | Increase | +153.10% | 715 shares | 8K | $53.17 | 1.18K |
| Q1 2016 | share | Increase | +100.00% | 467 shares | 0 | $50.01 | 934 |