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

939

93.3M

36.4K

1.6K

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