LWAM
Legacy Wealth Asset Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,015
| Closed | -$296K | – | 325 |
|
|
2021
Q4 | $296K | Sell |
1,015
-11
| -1% | -$3.21K | 0.1% | 259 |
|
|
2021
Q3 | $291K | Sell |
1,026
-9
| -0.9% | -$2.55K | 0.13% | 239 |
|
|
2021
Q2 | $333K | Sell |
1,035
-63
| -6% | -$20.3K | 0.15% | 232 |
|
|
2021
Q1 | $328K | Sell |
1,098
-5
| -0.5% | -$1.49K | 0.15% | 234 |
|
|
2020
Q4 | $288K | Buy |
+1,103
| New | +$288K | 0.15% | 235 |
|