BWA
Burt Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-167
| Closed | -$39K | – | 350 |
|
|
2020
Q4 | $39K | Hold |
167
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $29K | Hold |
167
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $25K | Buy |
167
+7
| +4% | +$1.05K | 0.01% | 218 |
|
|
2020
Q1 | $16K | Hold |
160
| – | – | 0.01% | 244 |
|
|
2019
Q4 | $27K | Hold |
160
| – | – | 0.01% | 214 |
|
|
2019
Q3 | $20K | Hold |
160
| – | – | 0.01% | 241 |
|
|
2019
Q2 | $21K | Hold |
160
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $18K | Hold |
160
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $16K | Hold |
160
| – | – | 0.01% | 254 |
|
|
2018
Q3 | $26K | Hold |
160
| – | – | 0.01% | 232 |
|
|
2018
Q2 | $24K | Hold |
160
| – | – | 0.01% | 235 |
|
|
2018
Q1 | $28K | Hold |
160
| – | – | 0.01% | 232 |
|
|
2017
Q4 | $28K | Hold |
160
| – | – | 0.02% | 226 |
|
|
2017
Q3 | $22K | Hold |
160
| – | – | 0.01% | 227 |
|
|
2017
Q2 | $18K | Hold |
160
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $20K | Hold |
160
| – | – | 0.01% | 224 |
|
|
2016
Q4 | $17K | Hold |
160
| – | – | 0.02% | 245 |
|
|
2016
Q3 | $12K | Hold |
160
| – | – | 0.01% | 255 |
|
|
2016
Q2 | $10K | Hold |
160
| – | – | 0.01% | 266 |
|
|
2016
Q1 | $10K | Buy |
+160
| New | +$10K | 0.01% | 324 |
|