B. Riley Wealth Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,442
| Closed | -$227K | – | 1505 |
|
|
2023
Q2 | $227K | Buy |
+1,442
| New | +$227K | 0.01% | 1286 |
|
|
2021
Q4 | – | Sell |
-713
| Closed | -$203K | – | 1423 |
|
|
2021
Q3 | $203K | Buy |
713
+82
| +13% | +$23.3K | 0.01% | 1242 |
|
|
2021
Q2 | $204K | Sell |
631
-218
| -26% | -$70.5K | 0.01% | 1209 |
|
|
2021
Q1 | $255K | Buy |
+849
| New | +$255K | 0.01% | 1076 |
|
|
2020
Q1 | – | Sell |
-1,785
| Closed | -$408K | – | 805 |
|
|
2019
Q4 | $408K | Sell |
1,785
-97
| -5% | -$22.2K | 0.03% | 498 |
|
|
2019
Q3 | $377K | Sell |
1,882
-47
| -2% | -$9.42K | 0.04% | 507 |
|
|
2019
Q2 | $329K | Buy |
1,929
+87
| +5% | +$14.8K | 0.04% | 522 |
|
|
2019
Q1 | $291K | Buy |
1,842
+142
| +8% | +$22.4K | 0.04% | 507 |
|
|
2018
Q4 | $278K | Buy |
+1,700
| New | +$278K | 0.04% | 465 |
|
|
2015
Q1 | – | Sell |
-3,240
| Closed | -$153 | – | 751 |
|
|
2014
Q4 | $153 | Buy |
+3,240
| New | +$153 | ﹤0.01% | 1507 |
|