Wellington Shields Capital Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,090
| Closed | -$1.79M | – | 221 |
|
|
2020
Q2 | $1.79M | Sell |
9,090
-1,800
| -17% | -$354K | 0.29% | 73 |
|
|
2020
Q1 | $1.73M | Hold |
10,890
| – | – | 0.33% | 65 |
|
|
2019
Q4 | $2.48M | Hold |
10,890
| – | – | 0.38% | 59 |
|
|
2019
Q3 | $2.18M | Hold |
10,890
| – | – | 0.35% | 59 |
|
|
2019
Q2 | $1.85M | Hold |
10,890
| – | – | 0.31% | 73 |
|
|
2019
Q1 | $1.71M | Buy |
10,890
+9,090
| +505% | +$1.42M | 0.29% | 77 |
|
|
2018
Q4 | $293K | Buy |
1,800
+300
| +20% | +$48.8K | 0.06% | 221 |
|
|
2018
Q3 | $244K | Buy |
+1,500
| New | +$244K | 0.04% | 273 |
|
|
2016
Q3 | – | Sell |
-5,000
| Closed | -$334K | – | 317 |
|
|
2016
Q2 | $334K | Buy |
+5,000
| New | +$334K | 0.06% | 244 |
|