BWA
Burt Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
+1,563
| New | +$247K | 0.06% | 106 |
|
|
2025
Q1 | – | Sell |
-1,496
| Closed | -$201K | – | 114 |
|
|
2024
Q4 | $201K | Buy |
+1,496
| New | +$201K | 0.05% | 112 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$15K | – | 269 |
|
|
2020
Q4 | $15K | Hold |
28
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $15K | Buy |
28
+1
| +4% | +$536 | 0.01% | 257 |
|
|
2020
Q2 | $10K | Buy |
+27
| New | +$10K | ﹤0.01% | 268 |
|
|
2016
Q2 | – | Sell |
-35
| Closed | -$1K | – | 515 |
|
|
2016
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 534 |
|