HighMark Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 524 |
|
|
2022
Q2 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $1K | Sell |
7
-2
| -22% | -$286 | ﹤0.01% | 472 |
|
|
2021
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $3K | Sell |
9
-2
| -18% | -$667 | ﹤0.01% | 409 |
|
|
2021
Q2 | $4K | Hold |
11
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $3K | Sell |
11
-8
| -42% | -$2.18K | ﹤0.01% | 383 |
|
|
2020
Q4 | $5K | Sell |
19
-5
| -21% | -$1.32K | ﹤0.01% | 323 |
|
|
2020
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 311 |
|
|
2020
Q2 | $5K | Buy |
24
+6
| +33% | +$1.25K | 0.01% | 303 |
|
|
2020
Q1 | $2K | Sell |
18
-5
| -22% | -$556 | ﹤0.01% | 290 |
|
|
2019
Q4 | $5K | Buy |
+23
| New | +$5K | 0.01% | 275 |
|