MA
Montag & Associates’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.62K | – | 919 |
|
|
2023
Q1 | $1.62K | Sell |
8
-1
| -11% | -$202 | ﹤0.01% | 865 |
|
|
2022
Q4 | $1.83K | Buy |
+9
| New | +$1.83K | ﹤0.01% | 870 |
|
|
2022
Q1 | – | Sell |
-1,975
| Closed | -$576K | – | 849 |
|
|
2021
Q4 | $576K | Hold |
1,975
| – | – | 0.03% | 282 |
|
|
2021
Q3 | $560K | Sell |
1,975
-350
| -15% | -$99.2K | 0.03% | 281 |
|
|
2021
Q2 | $749K | Sell |
2,325
-9,290
| -80% | -$2.99M | 0.04% | 255 |
|
|
2021
Q1 | $3.47M | Buy |
+11,615
| New | +$3.47M | 0.2% | 123 |
|