JWM
Janiczek Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$195 | – | 1104 |
|
|
2023
Q4 | $195 | Buy |
+1
| New | +$195 | ﹤0.01% | 1062 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 951 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 890 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 869 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 819 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 713 |
|
|
2020
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 548 |
|