YWP
YorkBridge Wealth Partners’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,649
| Closed | -$225K | – | 277 |
|
|
2022
Q2 | $225K | Buy |
1,649
+232
| +16% | +$31.7K | 0.06% | 250 |
|
|
2022
Q1 | $258K | Buy |
1,417
+122
| +9% | +$22.2K | 0.06% | 258 |
|
|
2021
Q4 | $378K | Buy |
1,295
+152
| +13% | +$44.4K | 0.08% | 203 |
|
|
2021
Q3 | $324K | Buy |
1,143
+104
| +10% | +$29.5K | 0.08% | 207 |
|
|
2021
Q2 | $335K | Sell |
1,039
-516
| -33% | -$166K | 0.09% | 187 |
|
|
2021
Q1 | $465K | Buy |
1,555
+266
| +21% | +$79.5K | 0.14% | 124 |
|
|
2020
Q4 | $337K | Buy |
1,289
+53
| +4% | +$13.9K | 0.11% | 140 |
|
|
2020
Q3 | $255K | Buy |
1,236
+72
| +6% | +$14.9K | 0.11% | 152 |
|
|
2020
Q2 | $229K | Buy |
+1,164
| New | +$229K | 0.1% | 154 |
|
|
2019
Q3 | – | Sell |
-846
| Closed | -$144K | – | 234 |
|
|
2019
Q2 | $144K | Sell |
846
-1
| -0.1% | -$170 | 0.06% | 231 |
|
|
2019
Q1 | $133K | Sell |
847
-39
| -4% | -$6.12K | 0.06% | 235 |
|
|
2018
Q4 | $144K | Sell |
886
-62
| -7% | -$10.1K | 0.08% | 188 |
|
|
2018
Q3 | $151K | Sell |
948
-67
| -7% | -$10.7K | 0.07% | 209 |
|
|
2018
Q2 | $153K | Buy |
1,015
+18
| +2% | +$2.71K | 0.07% | 208 |
|
|
2018
Q1 | $137K | Buy |
997
+62
| +7% | +$8.52K | 0.06% | 230 |
|
|
2017
Q4 | $106K | Buy |
+935
| New | +$106K | 0.05% | 279 |
|