Valeo Financial Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-40
| Closed | -$8K | – | 1652 |
|
|
2020
Q3 | $8K | Sell |
40
-54
| -57% | -$10.8K | ﹤0.01% | 1085 |
|
|
2020
Q2 | $19K | Hold |
94
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q1 | $17K | Sell |
94
-30
| -24% | -$5.43K | ﹤0.01% | 894 |
|
|
2019
Q4 | $28K | Sell |
124
-26
| -17% | -$5.87K | ﹤0.01% | 824 |
|
|
2019
Q3 | $30K | Buy |
150
+30
| +25% | +$6K | ﹤0.01% | 730 |
|
|
2019
Q2 | $20K | Hold |
120
| – | – | ﹤0.01% | 836 |
|
|
2019
Q1 | $19K | Buy |
120
+21
| +21% | +$3.33K | ﹤0.01% | 794 |
|
|
2018
Q4 | $16K | Hold |
99
| – | – | ﹤0.01% | 757 |
|
|
2018
Q3 | $17K | Buy |
+99
| New | +$17K | ﹤0.01% | 810 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$7K | – | 1614 |
|
|
2018
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1014 |
|