Glassman Wealth Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14
| Closed | -$2.72K | – | 450 |
|
|
2023
Q4 | $2.72K | Buy |
14
+6
| +75% | +$1.17K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $1.08K | Sell |
8
-1
| -11% | -$135 | ﹤0.01% | 1522 |
|
|
2023
Q2 | $1.42K | Hold |
9
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q1 | $1.82K | Buy |
9
+5
| +125% | +$1.01K | ﹤0.01% | 1275 |
|
|
2022
Q4 | $811 | Sell |
4
-9
| -69% | -$1.83K | ﹤0.01% | 1489 |
|
|
2022
Q3 | $1K | Sell |
13
-20
| -61% | -$1.54K | ﹤0.01% | 1347 |
|
|
2022
Q2 | $4K | Buy |
33
+23
| +230% | +$2.79K | ﹤0.01% | 1057 |
|
|
2022
Q1 | $2K | Sell |
10
-7
| -41% | -$1.4K | ﹤0.01% | 1197 |
|
|
2021
Q4 | $5K | Buy |
17
+11
| +183% | +$3.24K | ﹤0.01% | 967 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 1143 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 968 |
|
|
2020
Q1 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 817 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 865 |
|
|
2019
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 795 |
|