BWA
Burt Wealth Advisors’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,029
| Closed | -$66K | – | 348 |
|
|
2020
Q4 | $66K | Hold |
2,029
| – | – | 0.02% | 159 |
|
|
2020
Q3 | $44K | Hold |
2,029
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $56K | Hold |
2,029
| – | – | 0.02% | 171 |
|
|
2020
Q1 | $47K | Buy |
2,029
+77
| +4% | +$1.78K | 0.02% | 171 |
|
|
2019
Q4 | $75K | Hold |
1,952
| – | – | 0.03% | 146 |
|
|
2019
Q3 | $74K | Hold |
1,952
| – | – | 0.03% | 144 |
|
|
2019
Q2 | $72K | Buy |
1,952
+1,452
| +290% | +$53.6K | 0.03% | 145 |
|
|
2019
Q1 | $18K | Sell |
500
-849
| -63% | -$30.6K | 0.01% | 251 |
|
|
2018
Q4 | $42K | Hold |
1,349
| – | – | 0.02% | 184 |
|
|
2018
Q3 | $49K | Hold |
1,349
| – | – | 0.02% | 181 |
|
|
2018
Q2 | $49K | Hold |
1,349
| – | – | 0.02% | 179 |
|
|
2018
Q1 | $48K | Hold |
1,349
| – | – | 0.02% | 186 |
|
|
2017
Q4 | $47K | Hold |
1,349
| – | – | 0.03% | 185 |
|
|
2017
Q3 | $50K | Hold |
1,349
| – | – | 0.03% | 178 |
|
|
2017
Q2 | $52K | Buy |
+1,349
| New | +$52K | 0.04% | 181 |
|