VWA
Valued Wealth Advisors’s Burlington BURL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $698 | Sell |
3
-3
| -50% | -$698 | ﹤0.01% | 486 |
|
2025
Q1 | $1.43K | Sell |
6
-9
| -60% | -$2.15K | ﹤0.01% | 442 |
|
2024
Q4 | $4.28K | Buy |
15
+12
| +400% | +$3.42K | ﹤0.01% | 320 |
|
2024
Q3 | $791 | Hold |
3
| – | – | ﹤0.01% | 484 |
|
2024
Q2 | $720 | Buy |
3
+1
| +50% | +$240 | ﹤0.01% | 471 |
|
2024
Q1 | $465 | Sell |
2
-1
| -33% | -$233 | ﹤0.01% | 499 |
|
2023
Q4 | $406 | Buy |
+3
| New | +$406 | ﹤0.01% | 448 |
|