Baker Tilly Wealth Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,866
| Closed | -$254K | – | 508 |
|
|
2022
Q2 | $254K | Sell |
1,866
-1
| -0.1% | -$136 | 0.03% | 434 |
|
|
2022
Q1 | $340K | Sell |
1,867
-240
| -11% | -$43.7K | 0.04% | 414 |
|
|
2021
Q4 | $614K | Buy |
2,107
+526
| +33% | +$153K | 0.07% | 313 |
|
|
2021
Q3 | $448K | Buy |
1,581
+228
| +17% | +$64.6K | 0.06% | 340 |
|
|
2021
Q2 | $436K | Buy |
1,353
+284
| +27% | +$91.5K | 0.07% | 310 |
|
|
2021
Q1 | $319K | Buy |
1,069
+238
| +29% | +$71K | 0.07% | 343 |
|
|
2020
Q4 | $217K | Buy |
+831
| New | +$217K | 0.07% | 304 |
|