FWM
Focused Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$4.86K | – | 276 |
|
|
2023
Q4 | $4.86K | Hold |
25
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $3.38K | Hold |
25
| – | – | ﹤0.01% | 680 |
|
|
2023
Q2 | $3.94K | Hold |
25
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $5.05K | Hold |
25
| – | – | ﹤0.01% | 641 |
|
|
2022
Q4 | $5.07K | Hold |
25
| – | – | ﹤0.01% | 615 |
|
|
2022
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 536 |
|
|
2020
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 518 |
|
|
2019
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $4K | Sell |
25
-400
| -94% | -$64K | ﹤0.01% | 586 |
|
|
2019
Q1 | $67K | Sell |
425
-400
| -48% | -$63.1K | 0.02% | 261 |
|
|
2018
Q4 | $134K | Hold |
825
| – | – | 0.05% | 185 |
|
|
2018
Q3 | $134K | Hold |
825
| – | – | 0.05% | 199 |
|
|
2018
Q2 | $124K | Hold |
825
| – | – | 0.04% | 206 |
|
|
2018
Q1 | $110K | Hold |
825
| – | – | 0.04% | 229 |
|
|
2017
Q4 | $101K | Buy |
+825
| New | +$101K | 0.03% | 231 |
|
|
2017
Q3 | – | Sell |
-825
| Closed | -$76K | – | 637 |
|
|
2017
Q2 | $76K | Buy |
825
+325
| +65% | +$29.9K | 0.03% | 247 |
|
|
2017
Q1 | $49K | Buy |
+500
| New | +$49K | 0.02% | 279 |
|