Gideon Capital Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,304
| Closed | -$261K | – | 275 |
|
|
2019
Q3 | $261K | Buy |
+1,304
| New | +$261K | 0.09% | 248 |
|
|
2018
Q4 | – | Sell |
-7,459
| Closed | -$1.22M | – | 382 |
|
|
2018
Q3 | $1.22M | Buy |
+7,459
| New | +$1.22M | 0.57% | 36 |
|
|
2017
Q1 | – | Sell |
-3,480
| Closed | -$295K | – | 401 |
|
|
2016
Q4 | $295K | Buy |
+3,480
| New | +$295K | 0.19% | 259 |
|