YIA
BURL icon

YHB Investment Advisors’s Burlington BURL Stock Holding History

YHB Investment Advisors’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,124
Closed -$205K – 281
2022
Q1 		$205K Buy
1,124
+105
+10% +$23K 0.02% 293
2021
Q4 		$297K Buy
1,019
+143
+16% +$40.2K 0.02% 267
2021
Q3 		$248K Hold
876
– – 0.02% 275
2021
Q2 		$282K Hold
876
– – 0.02% 253
2021
Q1 		$284K Hold
876
– – 0.02% 246
2020
Q4 		$229K Buy
+876
New +$195K 0.02% 263

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Janus Henderson Group
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return