Loring Wolcott & Coolidge Fiduciary Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$127K | – | 575 |
|
|
2024
Q2 | $127K | Hold |
500
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $88.8K | Hold |
500
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $95.6K | Hold |
500
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $63.1K | Hold |
500
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $78.7K | Hold |
500
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $101K | Hold |
500
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $101K | Hold |
500
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $56K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $68K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
|
2022
Q1 | $91K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $146K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $142K | Sell |
500
-7
| -1% | -$1.99K | ﹤0.01% | 346 |
|
|
2021
Q2 | $163K | Buy |
+507
| New | +$163K | ﹤0.01% | 342 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$131K | – | 361 |
|
|
2020
Q4 | $131K | Hold |
500
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $103K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $98K | Hold |
500
| – | – | ﹤0.01% | 311 |
|
|
2020
Q1 | $79K | Buy |
+500
| New | +$79K | ﹤0.01% | 321 |
|
|
2017
Q4 | – | Sell |
-9
| Closed | – | – | 755 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 797 |
|