Sanders Morris Harris’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,500
| Closed | -$333K | – | 143 |
|
|
2018
Q1 | $333K | Hold |
2,500
| – | – | 0.14% | 96 |
|
|
2017
Q4 | $308K | Hold |
2,500
| – | – | 0.13% | 87 |
|
|
2017
Q3 | $239K | Buy |
+2,500
| New | +$239K | 0.1% | 105 |
|
|
2017
Q2 | – | Sell |
-5,000
| Closed | -$486K | – | 137 |
|
|
2017
Q1 | $486K | Buy |
+5,000
| New | +$486K | 0.18% | 77 |
|