Shine Investment Advisory Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $47K | Buy |
226
+61
| +37% | +$12.7K | 0.02% | 308 |
|
2020
Q2 | $32K | Buy |
165
+42
| +34% | +$8.15K | 0.01% | 382 |
|
2020
Q1 | $19K | Sell |
123
-41
| -25% | -$6.33K | 0.01% | 425 |
|
2019
Q4 | $37K | Hold |
164
| – | – | 0.01% | 382 |
|
2019
Q3 | $33K | Hold |
164
| – | – | 0.02% | 383 |
|
2019
Q2 | $28K | Sell |
164
-17
| -9% | -$2.9K | 0.01% | 413 |
|
2019
Q1 | $28K | Buy |
181
+91
| +101% | +$14.1K | 0.01% | 413 |
|
2018
Q4 | $15K | Hold |
90
| – | – | 0.01% | 466 |
|
2018
Q3 | $15K | Hold |
90
| – | – | 0.01% | 476 |
|
2018
Q2 | $14K | Hold |
90
| – | – | 0.01% | 484 |
|
2018
Q1 | $12K | Hold |
90
| – | – | 0.01% | 498 |
|
2017
Q4 | $11K | Hold |
90
| – | – | 0.01% | 520 |
|
2017
Q3 | $9K | Sell |
90
-25
| -22% | -$2.5K | ﹤0.01% | 539 |
|
2017
Q2 | $11K | Buy |
+115
| New | +$11K | 0.01% | 501 |
|