YHB Investment Advisors’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 |
-1,124
| Closed | -$205K | – | 281 |
|
|
2022
Q1 | $205K | Buy |
1,124
+105
| +10% | +$19.2K | 0.02% | 293 |
|
|
2021
Q4 | $297K | Buy |
1,019
+143
| +16% | +$41.7K | 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 | +$229K | 0.02% | 263 |
|