Asset Dedication LLC’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5
| Closed | -$1K | – | 937 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 960 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 662 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 696 |
|
|
2018
Q4 | – | Sell |
-63
| Closed | -$10K | – | 591 |
|
|
2018
Q3 | $10K | Sell |
63
-154
| -71% | -$24.4K | ﹤0.01% | 435 |
|
|
2018
Q2 | $32K | Buy |
+217
| New | +$32K | 0.01% | 314 |
|