BURT WEALTH ADVISORS – U.S. Bancorp Transaction History
BURT WEALTH ADVISORS portfolio value:
$402,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-12.39%
quarter
U.S. Bancorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -57K | $40.32 | 9.98K | |
| Q2 2022 | share | 0.00% | 0 shares | -71K | $46.02 | 9.98K | |
| Q1 2022 | share | Decrease | -7.66% | -828 shares | -77K | $53.15 | 9.98K |
| Q4 2021 | share | 0.00% | 0 shares | -35K | $56.15 | 10.80K | |
| Q3 2021 | share | 0.00% | 0 shares | 26K | $59.44 | 10.80K | |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $56.54 | 10.80K | |
| Q1 2021 | share | 0.00% | 0 shares | 94K | $54.49 | 10.80K | |
| Q4 2020 | share | Increase | +776.56% | 9.57K shares | 460K | $45.55 | 10.80K |
| Q3 2020 | share | 0.00% | 0 shares | -1K | $34.74 | 1.23K | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $35.26 | 1.23K | |
| Q1 2020 | share | Decrease | -5.73% | -75 shares | -36K | $32.61 | 1.23K |
| Q4 2019 | share | Decrease | -88.41% | -9.98K shares | -547K | $55.48 | 1.30K |
| Q3 2019 | share | Decrease | -3.83% | -450 shares | 10K | $51.41 | 11.28K |
| Q2 2019 | share | Decrease | -0.30% | -35 shares | 48K | $48.32 | 11.73K |
| Q1 2019 | share | Decrease | -0.13% | -15 shares | 28K | $44.12 | 11.77K |
| Q4 2018 | share | 0.00% | 0 shares | -84K | $41.52 | 11.78K | |
| Q3 2018 | share | Decrease | -0.38% | -45 shares | 31K | $47.59 | 11.78K |
| Q2 2018 | share | 0.00% | 0 shares | -6K | $44.76 | 11.83K | |
| Q1 2018 | share | Decrease | -0.38% | -45 shares | -38K | $44.92 | 11.83K |
| Q4 2017 | share | Decrease | -3.61% | -445 shares | -24K | $47.38 | 11.87K |
| Q3 2017 | share | 0.00% | 0 shares | 21K | $47.13 | 12.32K | |
| Q2 2017 | share | 0.00% | 0 shares | 4K | $45.4 | 12.32K | |
| Q1 2017 | share | Decrease | -2.76% | -350 shares | -16K | $44.79 | 12.32K |
| Q4 2016 | share | Increase | +2.84% | 350 shares | 123K | $44.44 | 12.67K |
| Q3 2016 | share | 0.00% | 0 shares | 32K | $36.9 | 12.32K | |
| Q2 2016 | share | Decrease | -4.18% | -538 shares | -26K | $34.48 | 12.32K |
| Q1 2016 | share | Increase | +0.16% | 20 shares | -25K | $34.47 | 12.86K |