Laird Norton Wetherby Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,253
| Closed | -$253K | – | 940 |
|
|
2023
Q1 | $253K | Buy |
1,253
+51
| +4% | +$10.3K | 0.01% | 755 |
|
|
2022
Q4 | $244K | Buy |
+1,202
| New | +$244K | 0.02% | 744 |
|
|
2022
Q1 | – | Sell |
-727
| Closed | -$212K | – | 917 |
|
|
2021
Q4 | $212K | Buy |
+727
| New | +$212K | 0.01% | 833 |
|
|
2021
Q3 | – | Sell |
-713
| Closed | -$230K | – | 907 |
|
|
2021
Q2 | $230K | Sell |
713
-442
| -38% | -$143K | 0.01% | 799 |
|
|
2021
Q1 | $345K | Sell |
1,155
-313
| -21% | -$93.5K | 0.03% | 552 |
|
|
2020
Q4 | $384K | Sell |
1,468
-307
| -17% | -$80.3K | 0.03% | 547 |
|
|
2020
Q3 | $366K | Buy |
1,775
+457
| +35% | +$94.2K | 0.03% | 463 |
|
|
2020
Q2 | $260K | Sell |
1,318
-210
| -14% | -$41.4K | 0.02% | 567 |
|
|
2020
Q1 | $242K | Buy |
1,528
+369
| +32% | +$58.4K | 0.03% | 517 |
|
|
2019
Q4 | $264K | Buy |
1,159
+40
| +4% | +$9.11K | 0.03% | 573 |
|
|
2019
Q3 | $224K | Buy |
+1,119
| New | +$224K | 0.02% | 626 |
|