OAM
Optimal Asset Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.75M | Buy |
9,688
+27
| +0.3% | +$7.66K | 0.34% | 101 |
|
|
2021
Q2 | $3.11M | Sell |
9,661
-3
| -0% | -$966 | 0.37% | 96 |
|
|
2021
Q1 | $2.89M | Sell |
9,664
-4,000
| -29% | -$1.2M | 0.37% | 96 |
|
|
2020
Q4 | $3.57M | Hold |
13,664
| – | – | 0.51% | 53 |
|
|
2020
Q3 | $2.82M | Sell |
13,664
-2,226
| -14% | -$459K | 0.41% | 72 |
|
|
2020
Q2 | $3.13M | Sell |
15,890
-7,777
| -33% | -$1.53M | 0.51% | 49 |
|
|
2020
Q1 | $3.75K | Buy |
23,667
+15,944
| +206% | +$2.53K | 0.35% | 87 |
|
|
2019
Q4 | $1.76M | Buy |
+7,723
| New | +$1.76M | 0.27% | 142 |
|