Icon Wealth Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-55
| Closed | -$9K | – | 251 |
|
2019
Q1 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 677 |
|
2018
Q3 | – | Sell |
-89
| Closed | -$13K | – | 338 |
|
2018
Q2 | $13K | Buy |
+89
| New | +$13K | 0.01% | 656 |
|
2018
Q1 | – | Sell |
-89
| Closed | -$11K | – | 329 |
|
2017
Q4 | $11K | Buy |
+89
| New | +$11K | 0.01% | 694 |
|