Schubert & Co’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21
| Closed | -$4.25K | – | 257 |
|
|
2023
Q1 | $4.25K | Buy |
21
+7
| +50% | +$1.42K | ﹤0.01% | 523 |
|
|
2022
Q4 | $2.84K | Buy |
14
+1
| +8% | +$203 | ﹤0.01% | 683 |
|
|
2022
Q3 | $1K | Buy |
13
+4
| +44% | +$308 | ﹤0.01% | 1027 |
|
|
2022
Q2 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 1016 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 600 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 549 |
|