Next Financial Group’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $452K | Buy |
1,551
+614
| +66% | +$179K | 0.03% | 589 |
|
|
2021
Q3 | $266K | Buy |
937
+6
| +0.6% | +$1.7K | 0.02% | 714 |
|
|
2021
Q2 | $300K | Buy |
931
+3
| +0.3% | +$967 | 0.02% | 679 |
|
|
2021
Q1 | $277K | Buy |
928
+46
| +5% | +$13.7K | 0.02% | 659 |
|
|
2020
Q4 | $231K | Sell |
882
-17
| -2% | -$4.45K | 0.02% | 662 |
|
|
2020
Q3 | $185K | Buy |
+899
| New | +$185K | 0.02% | 652 |
|
|
2020
Q2 | – | Sell |
-985
| Closed | -$156K | – | 775 |
|
|
2020
Q1 | $156K | Sell |
985
-192
| -16% | -$30.4K | 0.02% | 621 |
|
|
2019
Q4 | $268K | Sell |
1,177
-21
| -2% | -$4.78K | 0.03% | 580 |
|
|
2019
Q3 | $240K | Sell |
1,198
-205
| -15% | -$41.1K | 0.03% | 595 |
|
|
2019
Q2 | $239K | Buy |
1,403
+73
| +5% | +$12.4K | 0.03% | 596 |
|
|
2019
Q1 | $208K | Buy |
1,330
+1,193
| +871% | +$187K | 0.05% | 348 |
|
|
2018
Q4 | $22K | Buy |
137
+37
| +37% | +$5.94K | ﹤0.01% | 1054 |
|
|
2018
Q3 | $16K | Buy |
+100
| New | +$16K | 0.01% | 848 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$9K | – | 399 |
|
|
2017
Q3 | $9K | Sell |
100
-125
| -56% | -$11.3K | ﹤0.01% | 1242 |
|
|
2017
Q2 | $21K | Hold |
225
| – | – | 0.01% | 1051 |
|
|
2017
Q1 | $22K | Hold |
225
| – | – | 0.01% | 1011 |
|
|
2016
Q4 | $19K | Buy |
+225
| New | +$19K | ﹤0.01% | 1380 |
|