Prestige Wealth Management Group’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$2.84K | – | 1069 |
|
|
2022
Q4 | $2.84K | Buy |
+14
| New | +$2.84K | ﹤0.01% | 753 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 986 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 874 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 867 |
|
|
2021
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 771 |
|
|
2021
Q1 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 856 |
|
|
2020
Q4 | $3K | Buy |
13
+1
| +8% | +$231 | ﹤0.01% | 669 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 665 |
|
|
2020
Q2 | $2K | Sell |
12
-12
| -50% | -$2K | ﹤0.01% | 657 |
|
|
2020
Q1 | $4K | Buy |
24
+12
| +100% | +$2K | ﹤0.01% | 513 |
|
|
2019
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 453 |
|
|
2019
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 476 |
|