TRUE Private Wealth Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16
| Closed | -$3K | – | 686 |
|
|
2019
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 706 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$2K | – | 285 |
|
|
2019
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 707 |
|
|
2018
Q4 | – | Sell |
-578
| Closed | -$94.2K | – | 330 |
|
|
2018
Q3 | $94.2K | Buy |
+578
| New | +$94.2K | 0.01% | 374 |
|