Burt Wealth Advisors Ishares Russell Midcap Value E Transaction History

Burt Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	SELL	$100.22 - $116.23 $4,309 - $4,997	-43 Reduced 1.9%	2,218 $235,000
Q1 2021 Apr 15, 2021	BUY	$95.27 - $111.97 $4,096 - $4,814	43 Added 1.94%	2,261 $247,000
Q3 2020 Nov 10, 2020	SELL	$74.79 - $85.06 $11,891 - $13,524	-159 Reduced 6.69%	2,218 $179,000
Q4 2018 Feb 08, 2019	BUY	$72.26 - $90.19 $26,447 - $33,009	366 Added 18.2%	2,377 $181,000
Q3 2018 Oct 30, 2018	BUY	$88.08 - $92.33 $25,367 - $26,591	288 Added 16.72%	2,011 $182,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,723	1,723 $144,000

938

93.3M

36.4K

1.6K

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Burt Wealth Advisors with notifications on news.