BerganKDV Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.62K | – | 897 |
|
|
2023
Q1 | $1.62K | Sell |
8
-1
| -11% | -$202 | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.83K | Sell |
9
-8
| -47% | -$1.62K | ﹤0.01% | 813 |
|
|
2022
Q3 | $2K | Sell |
17
-21
| -55% | -$2.47K | ﹤0.01% | 789 |
|
|
2022
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $7K | Hold |
38
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $11K | Hold |
38
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $11K | Hold |
38
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $12K | Hold |
38
| – | – | ﹤0.01% | 576 |
|
|
2021
Q1 | $11K | Hold |
38
| – | – | ﹤0.01% | 563 |
|
|
2020
Q4 | $10K | Buy |
38
+13
| +52% | +$3.42K | ﹤0.01% | 567 |
|
|
2020
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 571 |
|
|
2020
Q2 | $5K | Sell |
25
-1
| -4% | -$200 | ﹤0.01% | 621 |
|
|
2020
Q1 | $4K | Buy |
26
+3
| +13% | +$462 | ﹤0.01% | 599 |
|
|
2019
Q4 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 609 |
|