Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLF
Financial Sector Spdr

ETFs
Q2 2020 Filed on Aug 05, 2020
352
$19.55 - $26.74 $6.88K - $9.41K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2020 Filed on Aug 05, 2020
160
$42.15 - $56.55 $6.74K - $9.05K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
75
$9.21 - $37.37 $691 - $2.8K
NEM
Newmont Corp

Basic Materials
Q1 2020 Filed on Apr 29, 2020
1,362
$39.5 - $52.35 $53.8K - $71.3K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2020 Filed on Apr 29, 2020
182
$71.66 - $118.71 $13K - $21.6K
Invesco Exchng Trad Slf Inde
Q1 2020 Filed on Apr 29, 2020
190
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on Apr 29, 2020
60
$31.65 - $46.87 $1.9K - $2.81K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 29, 2020
200
$60.3 - $76.61 $12.1K - $15.3K
ETRN
Equitrans Midstream Corp

Energy
Q1 2020 Filed on Apr 29, 2020
280
$4.08 - $13.74 $1.14K - $3.85K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
Q1 2020 Filed on Apr 29, 2020
16
$0.98 - $4.0 $15.7 - $64
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
10,539
N/A
CNTTQ
Cann Trust Holdings Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
3,333
$0.4 - $1.19 $1.33K - $3.97K
FTNT
Fortinet, Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
100
$15.14 - $24.27 $1.51K - $2.43K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
425
$39.24 - $49.85 $16.7K - $21.2K
KR
Kroger CO

Consumer Defensive
Q1 2020 Filed on Apr 29, 2020
100
$26.86 - $34.18 $2.69K - $3.42K
RF
Regions Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
150
$7.36 - $17.09 $1.1K - $2.56K
BBU
Brookfield Business Partners L.P.

Industrials
Q1 2020 Filed on Apr 29, 2020
40
$12.25 - $29.99 $490 - $1.2K
California Res Corp
Q1 2020 Filed on Apr 29, 2020
1
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 29, 2020
400
$105.64 - $208.34 $42.3K - $83.3K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
425
$56.52 - $106.78 $24K - $45.4K
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on Apr 29, 2020
224
$39.22 - $97.1 $8.79K - $21.8K
TECK
Teck Resources LTD

Basic Materials
Q1 2020 Filed on Apr 29, 2020
75
$6.12 - $17.54 $459 - $1.32K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 29, 2020
1
$18.68 - $28.22 $18.7 - $28.2
INCY
Incyte Corp

Healthcare
Q1 2020 Filed on Apr 29, 2020
1,903
$63.18 - $85.97 $120K - $164K
KIM
Kimco Realty Corp

Real Estate
Q1 2020 Filed on Apr 29, 2020
53
$9.41 - $20.45 $499 - $1.08K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2020 Filed on Apr 29, 2020
75
$20.06 - $31.73 $1.5K - $2.38K
EQT
Eqt Corp

Energy
Q1 2020 Filed on Apr 29, 2020
350
$4.96 - $10.46 $1.74K - $3.66K
SQ
Block, Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
50
$38.09 - $85.7 $1.9K - $4.29K
Celgene Corp
Q4 2019 Filed on Jan 29, 2020
445
N/A
Bb&T Corp
Q4 2019 Filed on Jan 29, 2020
5,484
N/A
Navistar Intl Corp New
Q4 2019 Filed on Jan 29, 2020
6
N/A
UNIT
Uniti Group Inc.

Real Estate
Q4 2019 Filed on Jan 29, 2020
7
$6.05 - $8.4 $42.4 - $58.8
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Jan 29, 2020
50
$58.47 - $65.77 $2.92K - $3.29K
Proshares Tr Ii
Q4 2019 Filed on Jan 29, 2020
400
N/A
WY
Weyerhaeuser CO

Real Estate
Q4 2019 Filed on Jan 29, 2020
270
$26.36 - $30.2 $7.12K - $8.15K
FNF
Fidelity National Financial, Inc.

Financial Services
Q4 2019 Filed on Jan 29, 2020
8
$43.67 - $48.19 $349 - $386
DVY
Ishares Tr

ETFs
Q4 2019 Filed on Jan 29, 2020
142
$98.25 - $105.76 $14K - $15K
BKI
Black Knight, Inc.

Technology
Q4 2019 Filed on Jan 29, 2020
2
$56.66 - $64.48 $113 - $129
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Jan 29, 2020
12
$138.39 - $165.67 $1.66K - $1.99K
Suntrust Bks Inc
Q4 2019 Filed on Jan 29, 2020
685
N/A
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 29, 2020
5
$26.89 - $38.42 $134 - $192
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
30
$9.61 - $15.16 $288 - $455
CC
Chemours CO

Basic Materials
Q3 2019 Filed on Oct 31, 2019
20
$11.93 - $22.53 $239 - $451
Blackrock Md Municipal Bond
Q3 2019 Filed on Oct 31, 2019
167
N/A
BYM
Blackrock Municipal Income Quality Trust

Financial Services
Q3 2019 Filed on Oct 31, 2019
167
$13.68 - $14.24 $2.28K - $2.38K
General Mtrs CO
Q3 2019 Filed on Oct 31, 2019
292
N/A
Apollo Global Mgmt LLC
Q3 2019 Filed on Oct 31, 2019
1,335
N/A
Speedway Motorsports Inc
Q3 2019 Filed on Oct 31, 2019
100
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q3 2019 Filed on Oct 31, 2019
58
$144.85 - $157.9 $8.4K - $9.16K
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