Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 13, 2022

SELL
N/A
-1,085,325 Closed
0 $0
Q3 2021

Oct 06, 2021

SELL
N/A
-82,596 Reduced 7.07%
1,085,325 $19 Million
Q2 2021

Jul 14, 2021

BUY
N/A
4,075 Added 0.35%
1,167,921 $20.6 Million
Q1 2021

Apr 15, 2021

BUY
N/A
18,086 Added 1.58%
1,163,846 $19.8 Million
Q4 2020

Feb 11, 2021

BUY
N/A
17,082 Added 1.51%
1,145,760 $21.7 Million
Q3 2020

Nov 10, 2020

BUY
N/A
10,305 Added 0.92%
1,128,678 $21.2 Million
Q2 2020

Aug 05, 2020

BUY
N/A
65,064 Added 6.18%
1,118,373 $19.9 Million
Q1 2020

Apr 29, 2020

BUY
N/A
52,640 Added 5.26%
1,053,309 $16.6 Million
Q4 2019

Jan 29, 2020

BUY
N/A
31,225 Added 3.22%
1,000,669 $15.2 Million
Q3 2019

Oct 31, 2019

BUY
N/A
969,444 New
969,444 $14.3 Million
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.