Burt Wealth Advisors’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $242K | Hold |
1,655
| – | – | 0.06% | 108 |
|
2025
Q1 | $219K | Buy |
+1,655
| New | +$219K | 0.05% | 106 |
|
2024
Q4 | – | Sell |
-1,687
| Closed | -$204K | – | 116 |
|
2024
Q3 | $204K | Buy |
+1,687
| New | +$204K | 0.05% | 117 |
|
2024
Q2 | – | Sell |
-2,253
| Closed | -$220K | – | 122 |
|
2024
Q1 | $220K | Buy |
+2,253
| New | +$220K | 0.06% | 113 |
|
2021
Q1 | – | Sell |
-1,625
| Closed | -$116K | – | 298 |
|
2020
Q4 | $116K | Hold |
1,625
| – | – | 0.04% | 122 |
|
2020
Q3 | $94K | Sell |
1,625
-45
| -3% | -$2.6K | 0.04% | 131 |
|
2020
Q2 | $103K | Sell |
1,670
-1,000
| -37% | -$61.7K | 0.04% | 119 |
|
2020
Q1 | $158K | Hold |
2,670
| – | – | 0.07% | 88 |
|
2019
Q4 | $252K | Sell |
2,670
-119
| -4% | -$11.2K | 0.1% | 71 |
|
2019
Q3 | $240K | Sell |
2,789
-62
| -2% | -$5.34K | 0.1% | 73 |
|
2019
Q2 | $234K | Hold |
2,851
| – | – | 0.1% | 74 |
|
2019
Q1 | $231K | Buy |
2,851
+62
| +2% | +$5.02K | 0.1% | 72 |
|
2018
Q4 | $187K | Buy |
2,789
+119
| +4% | +$7.98K | 0.09% | 84 |
|
2018
Q3 | $235K | Hold |
2,670
| – | – | 0.11% | 69 |
|
2018
Q2 | $210K | Hold |
2,670
| – | – | 0.1% | 72 |
|
2018
Q1 | $211K | Hold |
2,670
| – | – | 0.11% | 68 |
|
2017
Q4 | $214K | Buy |
2,670
+406
| +18% | +$32.5K | 0.13% | 67 |
|
2017
Q3 | $165K | Buy |
2,264
+476
| +27% | +$34.7K | 0.11% | 84 |
|
2017
Q2 | $137K | Hold |
1,788
| – | – | 0.09% | 97 |
|
2017
Q1 | $126K | Sell |
1,788
-340
| -16% | -$24K | 0.09% | 92 |
|
2016
Q4 | $147K | Buy |
2,128
+239
| +13% | +$16.5K | 0.13% | 86 |
|
2016
Q3 | $120K | Hold |
1,889
| – | – | 0.13% | 89 |
|
2016
Q2 | $121K | Sell |
1,889
-19
| -1% | -$1.22K | 0.13% | 87 |
|
2016
Q1 | $120K | Buy |
1,908
+19
| +1% | +$1.2K | 0.11% | 92 |
|
2015
Q4 | $114K | Hold |
1,889
| – | – | 0.09% | 92 |
|
2015
Q3 | $105K | Hold |
1,889
| – | – | 0.13% | 85 |
|
2015
Q2 | $132K | Hold |
1,889
| – | – | 0.14% | 84 |
|
2015
Q1 | $139K | Hold |
1,889
| – | – | 0.14% | 69 |
|
2014
Q4 | $137K | Buy |
+1,889
| New | +$137K | 0.15% | 73 |
|