Burt Wealth Advisors Ishares Tr Tips Bd ETF Transaction History

Burt Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 15, 2021	SELL	$124.29 - $128.12 $114,222 - $117,742	-919 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$123.08 - $127.1 $49,232 - $50,840	400 Added 77.07%	919 $116,000
Q2 2020 Aug 05, 2020	SELL	$118.46 - $123.2 $2,724 - $2,833	-23 Reduced 4.24%	519 $64,000
Q3 2019 Oct 31, 2019	BUY	$114.63 - $118.1 $2,636 - $2,716	23 Added 4.43%	542 $63,000
Q1 2019 Apr 24, 2019	SELL	$109.53 - $113.07 $71,194 - $73,495	-650 Reduced 55.6%	519 $59,000
Q3 2018 Oct 30, 2018	BUY	$110.43 - $113.01 $71,779 - $73,456	650 Added 125.24%	1,169 $129,000
Q2 2017 Aug 07, 2017	BUY	N/A	519	519 $58,000

1,082

110M

1.55M

1.46M

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.