BWA
Burt Wealth Advisors’s Under Armour UAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-885
| Closed | -$15K | – | 345 |
|
|
2020
Q4 | $15K | Hold |
885
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $10K | Hold |
885
| – | – | ﹤0.01% | 283 |
|
|
2020
Q2 | $9K | Hold |
885
| – | – | ﹤0.01% | 273 |
|
|
2020
Q1 | $8K | Hold |
885
| – | – | ﹤0.01% | 282 |
|
|
2019
Q4 | $19K | Buy |
885
+385
| +77% | +$8.27K | 0.01% | 247 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 271 |
|
|
2019
Q2 | $13K | Hold |
500
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $11K | Buy |
+500
| New | +$11K | 0.01% | 272 |
|
|
2017
Q3 | – | Sell |
-1,289
| Closed | -$28K | – | 406 |
|
|
2017
Q2 | $28K | Buy |
1,289
+789
| +158% | +$17.1K | 0.02% | 235 |
|
|
2017
Q1 | $10K | Sell |
500
-478
| -49% | -$9.56K | 0.01% | 260 |
|
|
2016
Q4 | $28K | Sell |
978
-402
| -29% | -$11.5K | 0.03% | 210 |
|
|
2016
Q3 | $50K | Hold |
1,380
| – | – | 0.05% | 159 |
|
|
2016
Q2 | $53K | Buy |
1,380
+691
| +100% | +$26.5K | 0.06% | 149 |
|
|
2016
Q1 | $58K | Hold |
689
| – | – | 0.05% | 153 |
|
|
2015
Q4 | $55K | Buy |
689
+100
| +17% | +$7.98K | 0.04% | 141 |
|
|
2015
Q3 | $57K | Buy |
589
+69
| +13% | +$6.68K | 0.07% | 126 |
|
|
2015
Q2 | $43K | Hold |
520
| – | – | 0.05% | 157 |
|
|
2015
Q1 | $42K | Buy |
520
+200
| +63% | +$16.2K | 0.04% | 151 |
|
|
2014
Q4 | $22K | Buy |
+320
| New | +$22K | 0.02% | 185 |
|