Wealthspire Advisors (Maryland)’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-555
| Closed | -$87K | – | 688 |
|
|
2019
Q1 | $87K | Sell |
555
-62
| -10% | -$9.72K | 0.01% | 690 |
|
|
2018
Q4 | $100K | Buy |
617
+51
| +9% | +$8.27K | 0.01% | 601 |
|
|
2018
Q3 | $92K | Buy |
566
+92
| +19% | +$15K | 0.01% | 720 |
|
|
2018
Q2 | $71K | Sell |
474
-57
| -11% | -$8.54K | 0.01% | 835 |
|
|
2018
Q1 | $71K | Buy |
531
+179
| +51% | +$23.9K | 0.01% | 847 |
|
|
2017
Q4 | $43K | Sell |
352
-23
| -6% | -$2.81K | ﹤0.01% | 1063 |
|
|
2017
Q3 | $36K | Sell |
375
-84
| -18% | -$8.06K | ﹤0.01% | 1092 |
|
|
2017
Q2 | $42K | Buy |
459
+73
| +19% | +$6.68K | 0.01% | 1007 |
|
|
2017
Q1 | $38K | Buy |
386
+3
| +0.8% | +$295 | 0.01% | 873 |
|
|
2016
Q4 | $32K | Sell |
383
-189
| -33% | -$15.8K | ﹤0.01% | 886 |
|
|
2016
Q3 | $46K | Buy |
572
+57
| +11% | +$4.58K | 0.01% | 798 |
|
|
2016
Q2 | $34K | Buy |
515
+88
| +21% | +$5.81K | 0.01% | 821 |
|
|
2016
Q1 | $24K | Buy |
427
+351
| +462% | +$19.7K | ﹤0.01% | 896 |
|
|
2015
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1446 |
|