DACG
Donor Advised Charitable Giving’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-21,548
| Closed | -$6.94M | – | 60 |
|
|
2021
Q2 | $6.94M | Sell |
21,548
-13,871
| -39% | -$4.47M | 0.78% | 18 |
|
|
2021
Q1 | $10.6M | Buy |
35,419
+11,080
| +46% | +$3.31M | 1.09% | 25 |
|
|
2020
Q4 | $6.37M | Buy |
+24,339
| New | +$6.37M | 0.87% | 13 |
|