YorkBridge Wealth Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $144K | Sell |
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|
2019
Q1 | $133K | Sell |
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|
2018
Q4 | $144K | Sell |
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|
2018
Q3 | $151K | Sell |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $137K | Buy |
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|
2017
Q4 | $106K | Buy |
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