SWS
SYSTM Wealth Solutions’s Burlington BURL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13
| Closed | -$3.02K | – | 707 |
|
2024
Q1 | $3.02K | Hold |
13
| – | – | ﹤0.01% | 873 |
|
2023
Q4 | $2.53K | Buy |
+13
| New | +$2.53K | ﹤0.01% | 930 |
|
2023
Q1 | – | Sell |
-7,257
| Closed | -$1.47M | – | 474 |
|
2022
Q4 | $1.47M | Buy |
+7,257
| New | +$1.47M | 0.18% | 155 |
|