Burt Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $211K | Hold |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $184K | Hold |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $184K | Hold |
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|
2019
Q2 | $174K | Hold |
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|
2019
Q1 | $205K | Hold |
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|
2018
Q4 | $196K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $304K | Hold |
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|
2017
Q3 | $297K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $287K | Hold |
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|
2016
Q4 | $280K | Hold |
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|
2016
Q3 | $250K | Hold |
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|
2016
Q2 | $194K | Sell |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q4 | $238K | Hold |
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|
2015
Q3 | $24K | Hold |
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|
2015
Q2 | $277K | Hold |
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|
2015
Q1 | $265K | Hold |
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|
2014
Q4 | $283K | Buy |
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