Burt Wealth Advisors Ishares Core S&P U.S Growth Et Transaction History

Burt Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	BUY	$79.81 - $88.77 $3,032 - $3,373	38 Added 0.77%	4,974 $441,000
Q1 2022 Apr 19, 2022	SELL	$94.61 - $116.48 $137,657 - $169,478	-1,455 Reduced 22.77%	4,936 $522,000
Q3 2021 Oct 06, 2021	SELL	$101.41 - $109.45 $120,170 - $129,698	-1,185 Reduced 15.64%	6,391 $655,000
Q2 2021 Jul 14, 2021	SELL	$91.91 - $101.16 $3,584 - $3,945	-39 Reduced 0.51%	7,576 $765,000
Q4 2020 Feb 11, 2021	SELL	$77.7 - $88.69 $18,259 - $20,842	-235 Reduced 2.99%	7,615 $675,000
Q3 2019 Oct 31, 2019	SELL	$60.87 - $64.7 $3,652 - $3,882	-60 Reduced 0.76%	7,850 $494,000
Q2 2017 Aug 07, 2017	BUY	N/A	7,910	7,910 $381,000

726

113M

3.9K

3.1K

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