TCI Wealth Advisors’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 |
-12
| Closed | -$2.43K | – | 501 |
|
|
2023
Q1 | $2.43K | Buy |
12
+1
| +9% | +$202 | ﹤0.01% | 1917 |
|
|
2022
Q4 | $2.23K | Buy |
11
+3
| +38% | +$608 | ﹤0.01% | 1950 |
|
|
2022
Q3 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 2043 |
|
|
2022
Q2 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 2098 |
|
|
2022
Q1 | $1K | Sell |
3
-13
| -81% | -$4.33K | ﹤0.01% | 2069 |
|
|
2021
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 1628 |
|
|
2021
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 1541 |
|
|
2021
Q2 | $5K | Buy |
16
+5
| +45% | +$1.56K | ﹤0.01% | 1391 |
|
|
2021
Q1 | $3K | Buy |
11
+8
| +267% | +$2.18K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1485 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | – | – | 1447 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1456 |
|
|
2016
Q4 | – | Sell |
-24
| Closed | -$2K | – | 1365 |
|
|
2016
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 947 |
|