Veritable’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,018
| Closed | -$297K | – | 910 |
|
|
2021
Q4 | $297K | Buy |
+1,018
| New | +$297K | ﹤0.01% | 715 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$225K | – | 881 |
|
|
2021
Q2 | $225K | Sell |
700
-170
| -20% | -$54.6K | ﹤0.01% | 791 |
|
|
2021
Q1 | $260K | Sell |
870
-317
| -27% | -$94.7K | ﹤0.01% | 698 |
|
|
2020
Q4 | $310K | Sell |
1,187
-5
| -0.4% | -$1.31K | 0.01% | 614 |
|
|
2020
Q3 | $246K | Sell |
1,192
-353
| -23% | -$72.9K | ﹤0.01% | 632 |
|
|
2020
Q2 | $304K | Sell |
1,545
-263
| -15% | -$51.7K | 0.01% | 594 |
|
|
2020
Q1 | $286K | Sell |
1,808
-278
| -13% | -$44K | 0.01% | 567 |
|
|
2019
Q4 | $476K | Sell |
2,086
-111
| -5% | -$25.3K | 0.01% | 538 |
|
|
2019
Q3 | $439K | Sell |
2,197
-85
| -4% | -$17K | 0.01% | 542 |
|
|
2019
Q2 | $388K | Buy |
2,282
+3
| +0.1% | +$510 | 0.01% | 566 |
|
|
2019
Q1 | $357K | Buy |
2,279
+629
| +38% | +$98.5K | 0.01% | 586 |
|
|
2018
Q4 | $268K | Buy |
1,650
+282
| +21% | +$45.8K | 0.01% | 629 |
|
|
2018
Q3 | $223K | Buy |
+1,368
| New | +$223K | ﹤0.01% | 737 |
|