WA
Wealth Alliance’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-709
| Closed | -$207K | – | 447 |
|
|
2021
Q4 | $207K | Sell |
709
-64
| -8% | -$18.7K | 0.04% | 423 |
|
|
2021
Q3 | $219K | Buy |
773
+9
| +1% | +$2.55K | 0.05% | 386 |
|
|
2021
Q2 | $246K | Sell |
764
-16
| -2% | -$5.15K | 0.06% | 368 |
|
|
2021
Q1 | $233K | Buy |
780
+6
| +0.8% | +$1.79K | 0.07% | 347 |
|
|
2020
Q4 | $202K | Buy |
+774
| New | +$202K | 0.06% | 368 |
|
|
2020
Q3 | – | Sell |
-1,181
| Closed | -$233K | – | 318 |
|
|
2020
Q2 | $233K | Buy |
+1,181
| New | +$233K | 0.09% | 262 |
|