BWA
LVNTA

Burt Wealth Advisors’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

Burt Wealth Advisors’s Portfolio LVNTA Stock Details LVNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-26
Closed -$1K – 411
2017
Q4 		$1K Hold
26
– – ﹤0.01% 367
2017
Q3 		$1K Hold
26
– – ﹤0.01% 349
2017
Q2 		$1K Hold
26
– – ﹤0.01% 400
2017
Q1 		$1K Sell
26
-19
-42% -$814 ﹤0.01% 348
2016
Q4 		$1K Hold
45
– – ﹤0.01% 398
2016
Q3 		$1K Hold
45
– – ﹤0.01% 399
2016
Q2 		$1K Hold
45
– – ﹤0.01% 408
2016
Q1 		$1K Hold
45
– – ﹤0.01% 593
2015
Q4 		$2K Hold
45
– – ﹤0.01% 470
2015
Q3 		$1K Hold
45
– – ﹤0.01% 389
2015
Q2 		$2K Hold
45
– – ﹤0.01% 357
2015
Q1 		$2K Hold
45
– – ﹤0.01% 328
2014
Q4 		$2K Buy
+45
New +$1.57K ﹤0.01% 316

Other funds holding LVNTA

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burt Wealth Advisors's LVNTA Position: Q1 2018 in Review

Burt Wealth Advisors sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 26 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in LVNTA in Q4 2014 and held it in 13 quarters. The position peaked at $2K in Q4 2015. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • Burt Wealth Advisors reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 26 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q4 2014 and held it in 13 quarters.
  • Burt Wealth Advisors's Liberty Interactive Corporation Series A Liberty Ventures position peaked at $2K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

Based on Burt Wealth Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.