Insight Wealth Strategies’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,117
| Closed | -$1.01M | – | 201 |
|
|
2020
Q2 | $1.01M | Buy |
5,117
+1,146
| +29% | +$226K | 0.22% | 45 |
|
|
2020
Q1 | $629K | Sell |
3,971
-7,756
| -66% | -$1.23M | 0.17% | 59 |
|
|
2019
Q4 | $2.67M | Sell |
11,727
-93
| -0.8% | -$21.2K | 0.57% | 28 |
|
|
2019
Q3 | $2.36M | Buy |
11,820
+1,192
| +11% | +$238K | 0.55% | 31 |
|
|
2019
Q2 | $1.81M | Buy |
10,628
+6,901
| +185% | +$1.17M | 0.44% | 38 |
|
|
2019
Q1 | $584K | Sell |
3,727
-85
| -2% | -$13.3K | 0.16% | 87 |
|
|
2018
Q4 | $620K | Buy |
+3,812
| New | +$620K | 0.19% | 75 |
|