Sowell Financial Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-116
| Closed | -$38K | – | 834 |
|
2021
Q1 | $38K | Sell |
116
-431
| -79% | -$141K | ﹤0.01% | 1769 |
|
2020
Q4 | $143K | Sell |
547
-246
| -31% | -$64.3K | 0.01% | 998 |
|
2020
Q3 | $163K | Buy |
793
+437
| +123% | +$89.8K | 0.01% | 799 |
|
2020
Q2 | $70K | Buy |
356
+31
| +10% | +$6.1K | ﹤0.01% | 1076 |
|
2020
Q1 | $51K | Sell |
325
-10
| -3% | -$1.57K | ﹤0.01% | 1051 |
|
2019
Q4 | $76K | Buy |
335
+215
| +179% | +$48.8K | 0.01% | 990 |
|
2019
Q3 | $24K | Buy |
+120
| New | +$24K | ﹤0.01% | 1214 |
|