BWA

Burt Wealth Advisors’s S&T Bancorp STBA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,223	Closed	-$80K	–	319
2020 Q4	$80K	Hold	3,223	–	–	0.03%	145
2020 Q3	$57K	Hold	3,223	–	–	0.02%	166
2020 Q2	$76K	Hold	3,223	–	–	0.03%	141
2020 Q1	$88K	Hold	3,223	–	–	0.04%	122
2019 Q4	$130K	Hold	3,223	–	–	0.05%	104
2019 Q3	$118K	Hold	3,223	–	–	0.05%	110
2019 Q2	$121K	Hold	3,223	–	–	0.05%	113
2019 Q1	$127K	Hold	3,223	–	–	0.06%	105
2018 Q4	$122K	Hold	3,223	–	–	0.06%	109
2018 Q3	$140K	Hold	3,223	–	–	0.06%	111
2018 Q2	$139K	Hold	3,223	–	–	0.07%	105
2018 Q1	$129K	Hold	3,223	–	–	0.07%	111
2017 Q4	$128K	Hold	3,223	–	–	0.08%	110
2017 Q3	$128K	Sell	3,223 -100	-3%	-$3.97K	0.08%	106
2017 Q2	$115K	Buy	3,323 +100	+3%	+$3.46K	0.08%	108
2017 Q1	$112K	Sell	3,223 -100	-3%	-$3.48K	0.08%	101
2016 Q4	$130K	Hold	3,323	–	–	0.12%	98
2016 Q3	$96K	Hold	3,323	–	–	0.1%	105
2016 Q2	$81K	Hold	3,323	–	–	0.09%	118
2016 Q1	$86K	Hold	3,323	–	–	0.08%	119
2015 Q4	$102K	Hold	3,323	–	–	0.08%	104
2015 Q3	$108K	Hold	3,323	–	–	0.13%	82
2015 Q2	$98K	Hold	3,323	–	–	0.11%	104
2015 Q1	$94K	Hold	3,323	–	–	0.1%	95
2014 Q4	$99K	Buy	+3,323	New	+$99K	0.11%	98