Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WLY
John Wiley & Sons, Inc.

Communication Services
Q4 2020 Filed on Feb 11, 2021
44
$30.79 - $46.21 $1.35K - $2.03K
CNO
Cno Financial Group, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
291
$16.3 - $23.4 $4.74K - $6.81K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
58
$32.69 - $37.69 $1.9K - $2.19K
CCK
Crown Holdings Inc

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
93
$75.98 - $100.2 $7.07K - $9.32K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
44
$64.29 - $97.13 $2.83K - $4.27K
Washington Prime Group New
Q4 2020 Filed on Feb 11, 2021
23
N/A
IDV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 11, 2021
819
$24.08 - $29.73 $19.7K - $24.3K
IP
International Paper CO

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
229
$37.83 - $49.12 $8.66K - $11.2K
JCI
Johnson Controls International PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
9
$40.68 - $46.66 $366 - $420
PPG
Ppg Industries Inc

Basic Materials
Q4 2020 Filed on Feb 11, 2021
296
$121.78 - $149.11 $36K - $44.1K
QCOM
Qualcomm Inc

Technology
Q4 2020 Filed on Feb 11, 2021
100
$115.47 - $158.8 $11.5K - $15.9K
ITW
Illinois Tool Works Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
63
$190.9 - $217.54 $12K - $13.7K
PNR
Pentair PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
2
$45.41 - $54.15 $90.8 - $108
UGI
Ugi Corp

Utilities
Q4 2020 Filed on Feb 11, 2021
3,600
$32.32 - $38.06 $116K - $137K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2020 Filed on Feb 11, 2021
475
$40.78 - $54.04 $19.4K - $25.7K
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
316
$8.17 - $14.61 $2.58K - $4.62K
ADNT
Adient PLC

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
1
$19.41 - $37.35 $19.4 - $37.4
ERJ
Embraer S.A.

Industrials
Q4 2020 Filed on Feb 11, 2021
76
$4.11 - $7.35 $312 - $559
NCR
Ncr Corp

Technology
Q3 2020 Filed on Nov 10, 2020
73
$16.17 - $22.14 $1.18K - $1.62K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$20.89 - $34.55 $1.19K - $1.97K
Mts Sys Corp
Q3 2020 Filed on Nov 10, 2020
46
N/A
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 10, 2020
1,950
$23.93 - $31.98 $46.7K - $62.4K
PCH
Potlatchdeltic Corp

Real Estate
Q3 2020 Filed on Nov 10, 2020
33
$37.56 - $47.48 $1.24K - $1.57K
PRMW
Primo Water Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
145
$13.24 - $15.09 $1.92K - $2.19K
Klx Energy Servics Holdngs I
Q3 2020 Filed on Nov 10, 2020
87
N/A
Sykes Enterprises Inc
Q3 2020 Filed on Nov 10, 2020
99
N/A
RYN
Rayonier Inc

Real Estate
Q3 2020 Filed on Nov 10, 2020
120
$24.49 - $30.1 $2.94K - $3.61K
VRNT
Verint Systems Inc

Technology
Q3 2020 Filed on Nov 10, 2020
50
$21.42 - $26.17 $1.07K - $1.31K
Waddell & Reed Finl Inc
Q3 2020 Filed on Nov 10, 2020
77
N/A
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q3 2020 Filed on Nov 10, 2020
60
$10.33 - $13.17 $620 - $790
HY
Hyster Yale Materials Handling, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
31
$34.8 - $44.51 $1.08K - $1.38K
AVT
Avnet Inc

Technology
Q3 2020 Filed on Nov 10, 2020
43
$25.05 - $29.22 $1.08K - $1.26K
TBBK
Bancorp, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
103
$8.07 - $10.69 $831 - $1.1K
BRKL
Brookline Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
181
$8.23 - $10.56 $1.49K - $1.91K
CBT
Cabot Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
110
$35.23 - $41.12 $3.88K - $4.52K
CLDT
Chatham Lodging Trust

Real Estate
Q3 2020 Filed on Nov 10, 2020
151
$5.16 - $8.05 $779 - $1.22K
Colony Cap Inc New
Q3 2020 Filed on Nov 10, 2020
250
N/A
COMM
Comm Scope Holding Company, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
140
$7.75 - $11.07 $1.09K - $1.55K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$10.02 - $18.46 $571 - $1.05K
El Paso Elec CO
Q3 2020 Filed on Nov 10, 2020
82
N/A
FHB
First Hawaiian, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
96
$14.47 - $18.59 $1.39K - $1.78K
Glatfelter
Q3 2020 Filed on Nov 10, 2020
96
N/A
GVA
Granite Construction Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
148
$16.96 - $20.24 $2.51K - $3K
HOPE
Hope Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
312
$7.11 - $9.12 $2.22K - $2.85K
WTM
White Mountains Insurance Group LTD

Financial Services
Q3 2020 Filed on Nov 10, 2020
5
$757.0 - $955.48 $3.79K - $4.78K
EOG
Eog Resources Inc

Energy
Q3 2020 Filed on Nov 10, 2020
41
$35.94 - $50.89 $1.47K - $2.09K
FOXA
Fox Corp

Communication Services
Q3 2020 Filed on Nov 10, 2020
1
$24.37 - $29.34 $24.4 - $29.3
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
17
$50.26 - $59.01 $854 - $1K
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
173
$27.09 - $42.14 $4.69K - $7.29K
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