Avalon Investment & Advisory’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,619
| Closed | -$2.22M | – | 335 |
|
|
2018
Q4 | $2.22M | Sell |
13,619
-14,352
| -51% | -$2.33M | 0.06% | 198 |
|
|
2018
Q3 | $4.56M | Buy |
27,971
+1,930
| +7% | +$314K | 0.13% | 162 |
|
|
2018
Q2 | $3.92M | Buy |
26,041
+2,295
| +10% | +$345K | 0.12% | 164 |
|
|
2018
Q1 | $3.16M | Buy |
23,746
+2,270
| +11% | +$302K | 0.1% | 163 |
|
|
2017
Q4 | $2.64M | Buy |
+21,476
| New | +$2.64M | 0.08% | 176 |
|