Squar Milner Financial Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-511
| Closed | -$80K | – | 279 |
|
|
2020
Q1 | $80K | Buy |
511
+107
| +26% | +$16.8K | 0.05% | 309 |
|
|
2019
Q4 | $92K | Buy |
+404
| New | +$92K | 0.05% | 344 |
|
|
2019
Q3 | – | Sell |
-39
| Closed | -$7K | – | 287 |
|
|
2019
Q2 | $7K | Sell |
39
-32
| -45% | -$5.74K | ﹤0.01% | 545 |
|
|
2019
Q1 | $11K | Hold |
71
| – | – | 0.01% | 500 |
|
|
2018
Q4 | $12K | Hold |
71
| – | – | 0.01% | 446 |
|
|
2018
Q3 | $12K | Hold |
71
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $11K | Buy |
+71
| New | +$11K | 0.01% | 560 |
|