BWA
Burt Wealth Advisors’s SPDR SSGA Global Allocation ETF GAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,354
| Closed | -$143K | – | 192 |
|
|
2020
Q4 | $143K | Hold |
3,354
| – | – | 0.05% | 104 |
|
|
2020
Q3 | $131K | Sell |
3,354
-715
| -18% | -$27.9K | 0.05% | 103 |
|
|
2020
Q2 | $150K | Buy |
4,069
+19
| +0.5% | +$700 | 0.06% | 100 |
|
|
2020
Q1 | $133K | Sell |
4,050
-36,188
| -90% | -$1.19M | 0.06% | 101 |
|
|
2019
Q4 | $1.61M | Buy |
40,238
+31
| +0.1% | +$1.24K | 0.63% | 21 |
|
|
2019
Q3 | $1.55M | Buy |
40,207
+41
| +0.1% | +$1.58K | 0.64% | 19 |
|
|
2019
Q2 | $1.54M | Hold |
40,166
| – | – | 0.67% | 17 |
|
|
2019
Q1 | $1.52M | Buy |
40,166
+33
| +0.1% | +$1.25K | 0.68% | 17 |
|
|
2018
Q4 | $1.39M | Buy |
40,133
+11
| +0% | +$380 | 0.66% | 21 |
|
|
2018
Q3 | $1.55M | Sell |
40,122
-131
| -0.3% | -$5.06K | 0.7% | 15 |
|
|
2018
Q2 | $1.52M | Sell |
40,253
-341
| -0.8% | -$12.9K | 0.73% | 14 |
|
|
2018
Q1 | $1.55M | Buy |
40,594
+22
| +0.1% | +$838 | 0.79% | 14 |
|
|
2017
Q4 | $1.55M | Buy |
40,572
+8
| +0% | +$306 | 0.97% | 12 |
|
|
2017
Q3 | $1.5M | Buy |
40,564
+21
| +0.1% | +$774 | 0.98% | 12 |
|
|
2017
Q2 | $1.44M | Buy |
40,543
+8
| +0% | +$285 | 1% | 11 |
|
|
2017
Q1 | $1.4M | Buy |
40,535
+27
| +0.1% | +$933 | 1.01% | 13 |
|
|
2016
Q4 | $1.34M | Buy |
40,508
+6
| +0% | +$198 | 1.19% | 14 |
|
|
2016
Q3 | $1.38M | Sell |
40,502
-1,099
| -3% | -$37.3K | 1.47% | 9 |
|
|
2016
Q2 | $138K | Buy |
41,601
+37,325
| +873% | +$124K | 0.15% | 76 |
|
|
2016
Q1 | $141K | Sell |
4,276
-29,695
| -87% | -$979K | 0.13% | 81 |
|
|
2015
Q4 | $1.12M | Sell |
33,971
-8,196
| -19% | -$269K | 0.89% | 18 |
|
|
2015
Q3 | $136K | Buy |
42,167
+38,907
| +1,193% | +$125K | 0.17% | 69 |
|
|
2015
Q2 | $113K | Buy |
3,260
+1,420
| +77% | +$49.2K | 0.12% | 97 |
|
|
2015
Q1 | $65K | Sell |
1,840
-54,710
| -97% | -$1.93M | 0.07% | 122 |
|
|
2014
Q4 | $1.96M | Buy |
+56,550
| New | +$1.96M | 2.08% | 8 |
|