BWA
Burt Wealth Advisors’s Midland States Bancorp MSBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-870
| Closed | -$16K | – | 259 |
|
|
2020
Q4 | $16K | Sell |
870
-13,593
| -94% | -$250K | 0.01% | 256 |
|
|
2020
Q3 | $186K | Sell |
14,463
-11,993
| -45% | -$154K | 0.07% | 86 |
|
|
2020
Q2 | $396K | Sell |
26,456
-45,914
| -63% | -$687K | 0.16% | 45 |
|
|
2020
Q1 | $1.27M | Buy |
72,370
+9,657
| +15% | +$169K | 0.57% | 21 |
|
|
2019
Q4 | $1.82M | Sell |
62,713
-30,383
| -33% | -$880K | 0.71% | 17 |
|
|
2019
Q3 | $2.43M | Buy |
+93,096
| New | +$2.43M | 1% | 13 |
|