Scholtz & Company’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,338
| Closed | -$1.66M | – | 72 |
|
|
2020
Q4 | $1.66M | Buy |
+6,338
| New | +$1.66M | 0.65% | 42 |
|
|
2020
Q3 | – | Sell |
-7,409
| Closed | -$1.46M | – | 69 |
|
|
2020
Q2 | $1.46M | Buy |
7,409
+1,621
| +28% | +$319K | 0.73% | 38 |
|
|
2020
Q1 | $917K | Sell |
5,788
-65
| -1% | -$10.3K | 0.7% | 34 |
|
|
2019
Q4 | $1.34M | Sell |
5,853
-8,846
| -60% | -$2.02M | 0.77% | 39 |
|
|
2019
Q3 | $2.94M | Sell |
14,699
-2,137
| -13% | -$427K | 1.96% | 16 |
|
|
2019
Q2 | $2.87M | Sell |
16,836
-205
| -1% | -$34.9K | 1.86% | 20 |
|
|
2019
Q1 | $2.67M | Buy |
17,041
+1,451
| +9% | +$227K | 1.78% | 24 |
|
|
2018
Q4 | $2.54M | Sell |
15,590
-105
| -0.7% | -$17.1K | 2.2% | 17 |
|
|
2018
Q3 | $2.56M | Buy |
+15,695
| New | +$2.56M | 1.61% | 24 |
|