WD Rutherford’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,380
| Closed | -$1.89M | – | 116 |
|
|
2022
Q1 | $1.89M | Sell |
10,380
-450
| -4% | -$82K | 1.08% | 37 |
|
|
2021
Q4 | $3.16M | Sell |
10,830
-277
| -2% | -$80.7K | 1.6% | 26 |
|
|
2021
Q3 | $3.15M | Sell |
11,107
-335
| -3% | -$95K | 1.71% | 26 |
|
|
2021
Q2 | $3.68M | Sell |
11,442
-210
| -2% | -$67.6K | 2.05% | 23 |
|
|
2021
Q1 | $3.48M | Sell |
11,652
-1,005
| -8% | -$300K | 2.17% | 23 |
|
|
2020
Q4 | $3.31M | Buy |
+12,657
| New | +$3.31M | 2.09% | 22 |
|