Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABM
Abm Industries Inc

Industrials
Q3 2019 Filed on Oct 31, 2019
419
$34.94 - $42.25 $14.6K - $17.7K
RLY
Ssga Active ETF Tr

ETFs
Q3 2019 Filed on Oct 31, 2019
13,174
$24.74 - $25.14 $326K - $331K
Tortoise Midstrm Energy Fd I
Q3 2019 Filed on Oct 31, 2019
257
N/A
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Oct 31, 2019
600
$31.25 - $40.97 $18.8K - $24.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2019 Filed on Aug 05, 2019
16
$149.26 - $195.21 $2.39K - $3.12K
Apache Corp
Q2 2019 Filed on Aug 05, 2019
120
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q2 2019 Filed on Aug 05, 2019
50
$35.62 - $40.13 $1.78K - $2.01K
VHC
Virnet X Holding Corp

Technology
Q2 2019 Filed on Aug 05, 2019
200
$5.68 - $6.85 $1.14K - $1.37K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
Q2 2019 Filed on Aug 05, 2019
3,568
$6.91 - $7.62 $24.7K - $27.2K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2019 Filed on Aug 05, 2019
18
$85.18 - $101.94 $1.53K - $1.83K
New Oriental Ed & Tech Grp
Q2 2019 Filed on Aug 05, 2019
39
N/A
L
Loews Corp

Financial Services
Q2 2019 Filed on Aug 05, 2019
24
$48.19 - $54.67 $1.16K - $1.31K
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Aug 05, 2019
151
$25.66 - $35.38 $3.87K - $5.34K
CVET
Covetrus, Inc.

Healthcare
Q2 2019 Filed on Aug 05, 2019
102
$22.88 - $33.27 $2.33K - $3.39K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 05, 2019
90
$28.36 - $34.45 $2.55K - $3.1K
Carlyle Group L P
Q2 2019 Filed on Aug 05, 2019
245
N/A
HSIC
Henry Schein Inc

Healthcare
Q2 2019 Filed on Aug 05, 2019
256
$60.56 - $72.06 $15.5K - $18.4K
American Intl Group Inc
Q2 2019 Filed on Aug 05, 2019
8
N/A
KEY
Keycorp

Financial Services
Q2 2019 Filed on Aug 05, 2019
84
$15.97 - $17.75 $1.34K - $1.49K
Goldcorp Inc New
Q2 2019 Filed on Aug 05, 2019
5,070
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 05, 2019
1,715
N/A
Keyw Hldg Corp
Q2 2019 Filed on Aug 05, 2019
7,938
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2019 Filed on Aug 05, 2019
93
$42.69 - $53.44 $3.97K - $4.97K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2019 Filed on Aug 05, 2019
500
N/A
Blackstone Group L P
Q2 2019 Filed on Aug 05, 2019
1,130
N/A
CGC
Canopy Growth Corp

Healthcare
Q2 2019 Filed on Aug 05, 2019
350
$38.73 - $52.03 $13.6K - $18.2K
AMAT
Applied Materials Inc

Technology
Q2 2019 Filed on Aug 05, 2019
103
$38.69 - $44.91 $3.99K - $4.63K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2019 Filed on Aug 05, 2019
125
$79.68 - $98.5 $9.96K - $12.3K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2019 Filed on Aug 05, 2019
250
$53.66 - $64.19 $13.4K - $16K
NWSA
News Corp

Communication Services
Q2 2019 Filed on Aug 05, 2019
317
$11.39 - $13.56 $3.61K - $4.3K
TMQ
Trilogy Metals Inc.

Basic Materials
Q2 2019 Filed on Aug 05, 2019
1,000
$2.41 - $3.11 $2.41K - $3.11K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2019 Filed on Aug 05, 2019
1,300
$55.12 - $59.33 $71.7K - $77.1K
Encana Corp
Q2 2019 Filed on Aug 05, 2019
172
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 05, 2019
11
$12.1 - $17.52 $133 - $193
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q1 2019 Filed on Apr 24, 2019
1,457
$18.09 - $23.72 $26.4K - $34.6K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2019 Filed on Apr 24, 2019
500
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2019 Filed on Apr 24, 2019
176
$16.07 - $20.72 $2.83K - $3.65K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2019 Filed on Apr 24, 2019
1,249
$83.51 - $84.18 $104K - $105K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2019 Filed on Apr 24, 2019
34
$162.83 - $193.4 $5.54K - $6.58K
IHF
Ishares Tr

ETFs
Q1 2019 Filed on Apr 24, 2019
391
$159.24 - $185.5 $62.3K - $72.5K
Windstream Hldgs Inc
Q1 2019 Filed on Apr 24, 2019
2
N/A
SHYD
Vaneck Short High Yield Muni E

ETFs
Q1 2019 Filed on Apr 24, 2019
4,618
N/A
CSM
Proshares Large Cap Core Plus

ETFs
Q1 2019 Filed on Apr 24, 2019
1,033
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2019 Filed on Apr 24, 2019
2
$31.3 - $43.43 $62.6 - $86.9
FNV
Franco Nevada Corp

Basic Materials
Q1 2019 Filed on Apr 24, 2019
349
$68.51 - $78.07 $23.9K - $27.2K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2019 Filed on Apr 24, 2019
150
N/A
CRON
Cronos Group Inc.

Healthcare
Q1 2019 Filed on Apr 24, 2019
660
$11.31 - $23.7 $7.46K - $15.6K
NRG
Nrg Energy, Inc.

Utilities
Q1 2019 Filed on Apr 24, 2019
47
$37.75 - $43.37 $1.77K - $2.04K
IYF
Ishares Tr

ETFs
Q1 2019 Filed on Apr 24, 2019
114
N/A
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