Financial Architects (New Jersey)’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-350
| Closed | -$69K | – | 336 |
|
|
2020
Q2 | $69K | Hold |
350
| – | – | 0.02% | 370 |
|
|
2020
Q1 | $55K | Hold |
350
| – | – | 0.02% | 374 |
|
|
2019
Q4 | $80K | Hold |
350
| – | – | 0.02% | 359 |
|
|
2019
Q3 | $70K | Hold |
350
| – | – | 0.02% | 381 |
|
|
2019
Q2 | $60K | Sell |
350
-997
| -74% | -$171K | 0.01% | 419 |
|
|
2019
Q1 | $211K | Sell |
1,347
-1,230
| -48% | -$193K | 0.04% | 271 |
|
|
2018
Q4 | $419K | Sell |
2,577
-48
| -2% | -$7.8K | 0.08% | 163 |
|
|
2018
Q3 | $428K | Buy |
2,625
+491
| +23% | +$80.1K | 0.07% | 181 |
|
|
2018
Q2 | $321K | Hold |
2,134
| – | – | 0.06% | 215 |
|
|
2018
Q1 | $284K | Hold |
2,134
| – | – | 0.06% | 217 |
|
|
2017
Q4 | $263K | Sell |
2,134
-100
| -4% | -$12.3K | 0.04% | 254 |
|
|
2017
Q3 | $213K | Sell |
2,234
-100
| -4% | -$9.53K | 0.04% | 297 |
|
|
2017
Q2 | $215K | Sell |
2,334
-50
| -2% | -$4.61K | 0.04% | 273 |
|
|
2017
Q1 | $232K | Hold |
2,384
| – | – | 0.04% | 247 |
|
|
2016
Q4 | $202K | Buy |
2,384
+1,600
| +204% | +$136K | 0.05% | 254 |
|
|
2016
Q3 | $64K | Buy |
784
+710
| +959% | +$58K | 0.02% | 497 |
|
|
2016
Q2 | $5K | Hold |
74
| – | – | ﹤0.01% | 1087 |
|
|
2016
Q1 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 897 |
|
|
2015
Q3 | – | Sell |
-74
| Closed | -$4K | – | 299 |
|
|
2015
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 965 |
|
|
2015
Q1 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 889 |
|