BWA
Burt Wealth Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
9,117
+1,802
| +25% | +$86.8K | 0.1% | 75 |
|
|
2025
Q1 | $313K | Hold |
7,315
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $317K | Hold |
7,315
| – | – | 0.08% | 88 |
|
|
2024
Q3 | $327K | Hold |
7,315
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $310K | Sell |
7,315
-250
| -3% | -$10.6K | 0.08% | 85 |
|
|
2024
Q1 | $313K | Buy |
7,565
+250
| +3% | +$10.3K | 0.08% | 87 |
|
|
2023
Q4 | $277K | Hold |
7,315
| – | – | 0.08% | 90 |
|
|
2023
Q3 | $251K | Hold |
7,315
| – | – | 0.08% | 87 |
|
|
2023
Q2 | $259K | Sell |
7,315
-1,250
| -15% | -$44.2K | 0.08% | 90 |
|
|
2023
Q1 | $288K | Buy |
8,565
+246
| +3% | +$8.27K | 0.09% | 86 |
|
|
2022
Q4 | $264K | Sell |
8,319
-3,584
| -30% | -$114K | 0.09% | 91 |
|
|
2022
Q3 | $348K | Buy |
+11,903
| New | +$348K | 0.14% | 58 |
|
|
2022
Q1 | – | Sell |
-27,023
| Closed | -$1.06M | – | 103 |
|
|
2021
Q4 | $1.06M | Buy |
+27,023
| New | +$1.06M | 0.35% | 24 |
|
|
2021
Q1 | – | Sell |
-730
| Closed | -$25K | – | 198 |
|
|
2020
Q4 | $25K | Hold |
730
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $22K | Hold |
730
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $20K | Buy |
+730
| New | +$20K | 0.01% | 232 |
|