Berman Capital Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $263K | Buy |
931
+474
| +104% | +$134K | 0.04% | 222 |
|
|
2021
Q2 | $146K | Buy |
457
+357
| +357% | +$114K | 0.02% | 290 |
|
|
2021
Q1 | $29K | Buy |
100
+4
| +4% | +$1.16K | 0.01% | 666 |
|
|
2020
Q4 | $25K | Hold |
96
| – | – | 0.01% | 609 |
|
|
2020
Q3 | $19K | Sell |
96
-6
| -6% | -$1.19K | 0.01% | 592 |
|
|
2020
Q2 | $20K | Sell |
102
-209
| -67% | -$41K | 0.01% | 536 |
|
|
2020
Q1 | $49K | Buy |
311
+24
| +8% | +$3.78K | 0.02% | 297 |
|
|
2019
Q4 | $65K | Buy |
287
+215
| +299% | +$48.7K | 0.02% | 277 |
|
|
2019
Q3 | $14K | Hold |
72
| – | – | ﹤0.01% | 609 |
|
|
2019
Q2 | $12K | Buy |
72
+27
| +60% | +$4.5K | ﹤0.01% | 662 |
|
|
2019
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 748 |
|