Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aberdeen Israel Fund Inc
Q2 2018 Filed on Jul 27, 2018
1,600
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2018 Filed on Jul 27, 2018
501
$14.61 - $17.75 $7.32K - $8.89K
HPQ
Hp Inc

Technology
Q2 2018 Filed on Jul 27, 2018
501
$20.78 - $24.01 $10.4K - $12K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 27, 2018
1,400
$16.51 - $22.3 $23.1K - $31.2K
Impax Laboratories Inc
Q2 2018 Filed on Jul 27, 2018
506
N/A
Monsanto CO New
Q2 2018 Filed on Jul 27, 2018
450
N/A
TDC
Teradata Corp

Technology
Q1 2018 Filed on Apr 24, 2018
12
$35.0 - $42.59 $420 - $511
Liberty Global PLC
Q1 2018 Filed on Apr 24, 2018
11
N/A
Priceline Grp Inc
Q1 2018 Filed on Apr 24, 2018
46
N/A
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2018 Filed on Apr 24, 2018
10
$104.31 - $124.46 $1.04K - $1.24K
Liberty Interactive Corp
Q1 2018 Filed on Apr 24, 2018
26
N/A
China Lodging Group LTD
Q1 2018 Filed on Apr 24, 2018
20
N/A
Time Inc New
Q1 2018 Filed on Apr 24, 2018
65
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q1 2018 Filed on Apr 24, 2018
300
$10.67 - $12.58 $3.2K - $3.77K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2018 Filed on Apr 24, 2018
1,620
$50.24 - $55.31 $81.4K - $89.6K
CRH
Crh Public LTD CO

Basic Materials
Q1 2018 Filed on Apr 24, 2018
57
$33.1 - $38.96 $1.89K - $2.22K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2018 Filed on Apr 24, 2018
103
$41.27 - $47.87 $4.25K - $4.93K
Bioverativ Inc
Q1 2018 Filed on Apr 24, 2018
37
N/A
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q1 2018 Filed on Apr 24, 2018
150
$29.81 - $32.91 $4.47K - $4.94K
NOK
Nokia Corp

Technology
Q1 2018 Filed on Apr 24, 2018
100
$4.76 - $5.93 $476 - $593
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
Q4 2017 Filed on Jan 30, 2018
570
N/A
PIPR
Piper Sandler Companies

Financial Services
Q4 2017 Filed on Jan 30, 2018
99
$59.75 - $86.85 $5.92K - $8.6K
Fidelity National Financial
Q4 2017 Filed on Jan 30, 2018
5
N/A
Coach Inc
Q4 2017 Filed on Jan 30, 2018
90
N/A
Shire PLC
Q4 2017 Filed on Jan 30, 2018
17
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2017 Filed on Jan 30, 2018
1,000
$11.23 - $19.1 $11.2K - $19.1K
FLR
Fluor Corp

Industrials
Q4 2017 Filed on Jan 30, 2018
100
$42.5 - $51.76 $4.25K - $5.18K
Viacom Inc New
Q4 2017 Filed on Jan 30, 2018
670
N/A
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q4 2017 Filed on Jan 30, 2018
717
$28.35 - $29.5 $20.3K - $21.2K
TJX
Tjx Companies Inc

Consumer Cyclical
Q3 2017 Filed on Nov 09, 2017
721
$34.8 - $37.08 $25.1K - $26.7K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2017 Filed on Nov 09, 2017
1,000
$21.48 - $25.72 $21.5K - $25.7K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q3 2017 Filed on Nov 09, 2017
2,443
$17.73 - $19.65 $43.3K - $48K
BXP
Boston Properties Inc

Real Estate
Q3 2017 Filed on Nov 09, 2017
7
$119.5 - $124.22 $837 - $870
100000 Th Marriott Intl A
Q3 2017 Filed on Nov 09, 2017
78,089
N/A
Corporate Cap Tr 3040
Q3 2017 Filed on Nov 09, 2017
8,918
N/A
Viacom Inc
Q3 2017 Filed on Nov 09, 2017
72
N/A
El Capitan Precious
Q3 2017 Filed on Nov 09, 2017
7,600
N/A
Care Capital Propert
Q3 2017 Filed on Nov 09, 2017
157
N/A
ALE
Allete Inc

Utilities
Q3 2017 Filed on Nov 09, 2017
133
$73.27 - $79.14 $9.74K - $10.5K
BDX
Becton Dickinson & CO

Healthcare
Q3 2017 Filed on Nov 09, 2017
7
$186.89 - $198.9 $1.31K - $1.39K
Trisura Group LTD F
Q3 2017 Filed on Nov 09, 2017
11
N/A
Cbs Corp
Q3 2017 Filed on Nov 09, 2017
637
N/A
AMED
Amedisys Inc

Healthcare
Q3 2017 Filed on Nov 09, 2017
100
$47.05 - $55.96 $4.71K - $5.6K
Volkswagen A G F
Q3 2017 Filed on Nov 09, 2017
20
N/A
VNO
Vornado Realty Trust

Real Estate
Q3 2017 Filed on Nov 09, 2017
25
$73.37 - $79.51 $1.83K - $1.99K
Barracuda Networks
Q3 2017 Filed on Nov 09, 2017
200
N/A
Virtus Oil & Gas CO
Q3 2017 Filed on Nov 09, 2017
2,100
N/A
Vical Inc
Q3 2017 Filed on Nov 09, 2017
60
N/A
Cole Credit Ppty Tr Iv
Q3 2017 Filed on Nov 09, 2017
11,913
N/A
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