BWA
Burt Wealth Advisors’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Sell |
1,217
-5
| -0.4% | -$2.65K | 0.15% | 60 |
|
|
2025
Q1 | $373K | Buy |
1,222
+2
| +0.2% | +$611 | 0.09% | 75 |
|
|
2024
Q4 | $401K | Buy |
1,220
+16
| +1% | +$5.26K | 0.1% | 72 |
|
|
2024
Q3 | $307K | Hold |
1,204
| – | – | 0.08% | 90 |
|
|
2024
Q2 | $206K | Buy |
+1,204
| New | +$206K | 0.05% | 110 |
|