Rothschild Capital Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-23,043
| Closed | -$3.75M | – | 38 |
|
|
2018
Q4 | $3.75M | Sell |
23,043
-12,044
| -34% | -$1.96M | 2.02% | 17 |
|
|
2018
Q3 | $5.72M | Hold |
35,087
| – | – | 2.54% | 13 |
|
|
2018
Q2 | $5.28M | Hold |
35,087
| – | – | 2.21% | 13 |
|
|
2018
Q1 | $4.67M | Buy |
35,087
+16,568
| +89% | +$2.21M | 1.84% | 18 |
|
|
2017
Q4 | $2.28M | Buy |
+18,519
| New | +$2.28M | 0.89% | 31 |
|