AWM
BURL icon

Avior Wealth Management’s Burlington BURL Stock Holding History

Avior Wealth Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,840
Closed -$481K – 1016
2020
Q4 		$481K Sell
1,840
-780
-30% -$174K 0.06% 275
2020
Q3 		$539K Sell
2,620
-200
-7% -$39K 0.08% 222
2020
Q2 		$555K Buy
2,820
+640
+29% +$121K 0.09% 213
2020
Q1 		$345K Buy
2,180
+580
+36% +$122K 0.07% 252
2019
Q4 		$364K Hold
1,600
– – 0.06% 279
2019
Q3 		$319K Sell
1,600
-280
-15% -$51.5K 0.06% 285
2019
Q2 		$320K Hold
1,880
– – 0.06% 282
2019
Q1 		$294K Buy
1,880
+190
+11% +$30.6K 0.06% 279
2018
Q4 		$274K Buy
1,690
+20
+1% +$3.23K 0.07% 250
2018
Q3 		$272K Hold
1,670
– – 0.06% 282
2018
Q2 		$251K Hold
1,670
– – 0.06% 275
2018
Q1 		$222K Sell
1,670
-340
-17% -$42K 0.05% 289
2017
Q4 		$247K Buy
+2,010
New +$205K 0.06% 282

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