Oakbrook Investments’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$638K | – | 145 |
|
|
2019
Q4 | $638K | Sell |
2,800
-775
| -22% | -$177K | 0.13% | 256 |
|
|
2019
Q3 | $714K | Buy |
+3,575
| New | +$714K | 0.05% | 316 |
|
|
2019
Q2 | – | Sell |
-3,550
| Closed | -$556K | – | 608 |
|
|
2019
Q1 | $556K | Buy |
3,550
+1,775
| +100% | +$278K | 0.03% | 378 |
|
|
2018
Q4 | $289K | Sell |
1,775
-2,425
| -58% | -$395K | 0.02% | 482 |
|
|
2018
Q3 | $684K | Buy |
4,200
+2,150
| +105% | +$350K | 0.04% | 372 |
|
|
2018
Q2 | $309K | Buy |
2,050
+105
| +5% | +$15.8K | 0.02% | 452 |
|
|
2018
Q1 | $259K | Buy |
+1,945
| New | +$259K | 0.02% | 502 |
|