Optimum Investment Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-150
| Closed | -$17K | – | 766 |
|
|
2022
Q3 | $17K | Hold |
150
| – | – | 0.01% | 517 |
|
|
2022
Q2 | $20K | Hold |
150
| – | – | 0.01% | 514 |
|
|
2022
Q1 | $27K | Hold |
150
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $44K | Hold |
150
| – | – | 0.02% | 484 |
|
|
2021
Q3 | $43K | Hold |
150
| – | – | 0.02% | 475 |
|
|
2021
Q2 | $48K | Hold |
150
| – | – | 0.02% | 514 |
|
|
2021
Q1 | $45K | Hold |
150
| – | – | 0.01% | 524 |
|
|
2020
Q4 | $39K | Hold |
150
| – | – | 0.01% | 519 |
|
|
2020
Q3 | $31K | Hold |
150
| – | – | 0.01% | 521 |
|
|
2020
Q2 | $30K | Hold |
150
| – | – | 0.01% | 529 |
|
|
2020
Q1 | $24K | Sell |
150
-200
| -57% | -$32K | 0.01% | 540 |
|
|
2019
Q4 | $80K | Hold |
350
| – | – | 0.02% | 428 |
|
|
2019
Q3 | $70K | Hold |
350
| – | – | 0.02% | 443 |
|
|
2019
Q2 | $60K | Hold |
350
| – | – | 0.02% | 470 |
|
|
2019
Q1 | $55K | Hold |
350
| – | – | 0.02% | 488 |
|
|
2018
Q4 | $57K | Hold |
350
| – | – | 0.02% | 446 |
|
|
2018
Q3 | $57K | Buy |
350
+200
| +133% | +$32.6K | 0.02% | 508 |
|
|
2018
Q2 | $23K | Buy |
+150
| New | +$23K | 0.01% | 698 |
|