FineMark National Bank & Trust’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-586
| Closed | -$50K | – | 453 |
|
|
2016
Q4 | $50K | Hold |
586
| – | – | ﹤0.01% | 621 |
|
|
2016
Q3 | $47K | Sell |
586
-45
| -7% | -$3.61K | 0.01% | 622 |
|
|
2016
Q2 | $42K | Buy |
631
+148
| +31% | +$9.85K | ﹤0.01% | 637 |
|
|
2016
Q1 | $27K | Buy |
483
+5
| +1% | +$280 | ﹤0.01% | 717 |
|
|
2015
Q4 | $21K | Hold |
478
| – | – | ﹤0.01% | 812 |
|
|
2015
Q3 | $24K | Sell |
478
-239
| -33% | -$12K | ﹤0.01% | 807 |
|
|
2015
Q2 | $37K | Hold |
717
| – | – | ﹤0.01% | 732 |
|
|
2015
Q1 | $43K | Buy |
+717
| New | +$43K | 0.01% | 706 |
|
|
2014
Q3 | – | Sell |
-36
| Closed | -$1K | – | 1389 |
|
|
2014
Q2 | $1K | Sell |
36
-27
| -43% | -$750 | ﹤0.01% | 1325 |
|
|
2014
Q1 | $2K | Buy |
63
+9
| +17% | +$286 | ﹤0.01% | 1269 |
|
|
2013
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1288 |
|