Calton & Associates’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,442
| Closed | -$329K | – | 315 |
|
|
2019
Q4 | $329K | Buy |
1,442
+32
| +2% | +$7.3K | 0.07% | 234 |
|
|
2019
Q3 | $282K | Buy |
+1,410
| New | +$282K | 0.06% | 254 |
|
|
2018
Q4 | – | Sell |
-1,578
| Closed | -$257K | – | 231 |
|
|
2018
Q3 | $257K | Sell |
1,578
-51
| -3% | -$8.31K | 0.08% | 227 |
|
|
2018
Q2 | $257K | Buy |
+1,629
| New | +$257K | 0.07% | 221 |
|