BWA
Burt Wealth Advisors’s SPDR SSGA Multi-Asset Real Return ETF RLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,174
| Closed | -$332K | – | 348 |
|
|
2019
Q2 | $332K | Sell |
13,174
-290
| -2% | -$7.31K | 0.15% | 54 |
|
|
2019
Q1 | $338K | Sell |
13,464
-16,117
| -54% | -$405K | 0.15% | 54 |
|
|
2018
Q4 | $673K | Buy |
29,581
+16,166
| +121% | +$368K | 0.32% | 35 |
|
|
2018
Q3 | $355K | Sell |
13,415
-2,207
| -14% | -$58.4K | 0.16% | 51 |
|
|
2018
Q2 | $416K | Sell |
15,622
-195
| -1% | -$5.19K | 0.2% | 42 |
|
|
2018
Q1 | $411K | Buy |
15,817
+37
| +0.2% | +$961 | 0.21% | 42 |
|
|
2017
Q4 | $417K | Buy |
15,780
+782
| +5% | +$20.7K | 0.26% | 40 |
|
|
2017
Q3 | $377K | Sell |
14,998
-742
| -5% | -$18.7K | 0.25% | 42 |
|
|
2017
Q2 | $377K | Buy |
15,740
+612
| +4% | +$14.7K | 0.26% | 41 |
|
|
2017
Q1 | $371K | Sell |
15,128
-6,071
| -29% | -$149K | 0.27% | 40 |
|
|
2016
Q4 | $517K | Buy |
21,199
+6,195
| +41% | +$151K | 0.46% | 33 |
|
|
2016
Q3 | $369K | Buy |
15,004
+1,024
| +7% | +$25.2K | 0.39% | 34 |
|
|
2016
Q2 | $340K | Buy |
13,980
+29
| +0.2% | +$705 | 0.38% | 38 |
|
|
2016
Q1 | $324K | Sell |
13,951
-10,525
| -43% | -$244K | 0.3% | 39 |
|
|
2015
Q4 | $5.45M | Buy |
24,476
+20,405
| +501% | +$4.54M | 4.35% | 7 |
|
|
2015
Q3 | $92K | Sell |
4,071
-1,399
| -26% | -$31.6K | 0.11% | 101 |
|
|
2015
Q2 | $141K | Buy |
5,470
+300
| +6% | +$7.73K | 0.15% | 76 |
|
|
2015
Q1 | $135K | Sell |
5,170
-1,540
| -23% | -$40.2K | 0.14% | 72 |
|
|
2014
Q4 | $179K | Buy |
+6,710
| New | +$179K | 0.19% | 59 |
|