HWM
Hohimer Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,601
| Closed | -$1.57M | – | 205 |
|
|
2022
Q1 | $1.57M | Buy |
8,601
+443
| +5% | +$80.7K | 0.31% | 98 |
|
|
2021
Q4 | $2.38M | Sell |
8,158
-1,009
| -11% | -$294K | 0.5% | 71 |
|
|
2021
Q3 | $2.6M | Sell |
9,167
-295
| -3% | -$83.6K | 0.54% | 72 |
|
|
2021
Q2 | $3.05M | Buy |
9,462
+986
| +12% | +$318K | 0.62% | 64 |
|
|
2021
Q1 | $2.53M | Buy |
8,476
+754
| +10% | +$225K | 0.62% | 63 |
|
|
2020
Q4 | $2.02M | Sell |
7,722
-6
| -0.1% | -$1.57K | 0.54% | 68 |
|
|
2020
Q3 | $1.57M | Buy |
7,728
+487
| +7% | +$99.1K | 0.45% | 76 |
|
|
2020
Q2 | $1.43M | Sell |
7,241
-46
| -0.6% | -$9.06K | 0.49% | 76 |
|
|
2020
Q1 | $1.33M | Sell |
7,287
-68
| -0.9% | -$12.4K | 0.56% | 71 |
|
|
2019
Q4 | $1.68M | Buy |
+7,355
| New | +$1.68M | 0.58% | 76 |
|