Plante Moran Financial Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 880 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 882 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$4K | – | 1008 |
|
|
2021
Q3 | $4K | Sell |
13
-15
| -54% | -$4.62K | ﹤0.01% | 802 |
|
|
2021
Q2 | $9K | Hold |
28
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $8K | Buy |
28
+13
| +87% | +$3.71K | ﹤0.01% | 683 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 712 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 629 |
|
|
2018
Q1 | – | Sell |
-47
| Closed | -$6K | – | 953 |
|
|
2017
Q4 | $6K | Buy |
+47
| New | +$6K | ﹤0.01% | 671 |
|