J.P. Morgan Private Wealth Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $521K | Sell |
3,853
-264
| -6% | -$35.7K | ﹤0.01% | 1235 |
|
|
2023
Q2 | $648K | Sell |
4,117
-1,087
| -21% | -$171K | ﹤0.01% | 930 |
|
|
2023
Q1 | $1.05M | Buy |
5,204
+273
| +6% | +$55.2K | ﹤0.01% | 1139 |
|
|
2022
Q4 | $1,000K | Buy |
4,931
+910
| +23% | +$185K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $450K | Sell |
4,021
-565
| -12% | -$63.2K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $625K | Buy |
4,586
+721
| +19% | +$98.3K | ﹤0.01% | 1363 |
|
|
2022
Q1 | $704K | Sell |
3,865
-135
| -3% | -$24.6K | ﹤0.01% | 1374 |
|
|
2021
Q4 | $1.17M | Buy |
4,000
+17
| +0.4% | +$4.96K | ﹤0.01% | 1166 |
|
|
2021
Q3 | $1.13M | Sell |
3,983
-1,611
| -29% | -$457K | ﹤0.01% | 1161 |
|
|
2021
Q2 | $1.8M | Sell |
5,594
-455
| -8% | -$146K | ﹤0.01% | 923 |
|
|
2021
Q1 | $1.81M | Sell |
6,049
-1,182
| -16% | -$353K | 0.01% | 805 |
|
|
2020
Q4 | $1.89M | Buy |
7,231
+416
| +6% | +$109K | 0.01% | 749 |
|
|
2020
Q3 | $1.41M | Buy |
6,815
+2,911
| +75% | +$600K | 0.01% | 756 |
|
|
2020
Q2 | $769K | Buy |
3,904
+1,793
| +85% | +$353K | ﹤0.01% | 904 |
|
|
2020
Q1 | $335K | Buy |
+2,111
| New | +$335K | ﹤0.01% | 1089 |
|
|
2018
Q4 | – | Sell |
-1,244
| Closed | -$203K | – | 1463 |
|
|
2018
Q3 | $203K | Sell |
1,244
-214
| -15% | -$34.9K | ﹤0.01% | 1477 |
|
|
2018
Q2 | $219K | Buy |
+1,458
| New | +$219K | ﹤0.01% | 1330 |
|
|
2017
Q1 | – | Sell |
-2,448
| Closed | -$207K | – | 1334 |
|
|
2016
Q4 | $207K | Buy |
+2,448
| New | +$207K | ﹤0.01% | 1151 |
|