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YorkBridge Wealth Partners’s Burlington BURL Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,649
Closed -$225K – 277
2022
Q2 		$225K Buy
1,649
+232
+16% +$42K 0.06% 250
2022
Q1 		$258K Buy
1,417
+122
+9% +$26.7K 0.06% 258
2021
Q4 		$378K Buy
1,295
+152
+13% +$42.7K 0.08% 203
2021
Q3 		$324K Buy
1,143
+104
+10% +$33.2K 0.08% 207
2021
Q2 		$335K Sell
1,039
-516
-33% -$164K 0.09% 187
2021
Q1 		$465K Buy
1,555
+266
+21% +$72.3K 0.14% 124
2020
Q4 		$337K Buy
1,289
+53
+4% +$11.8K 0.11% 140
2020
Q3 		$255K Buy
1,236
+72
+6% +$14K 0.11% 152
2020
Q2 		$229K Buy
+1,164
New +$219K 0.1% 154
2019
Q3 		– Sell
-846
Closed -$144K – 234
2019
Q2 		$144K Sell
846
-1
-0.1% -$163 0.06% 231
2019
Q1 		$133K Sell
847
-39
-4% -$6.29K 0.06% 235
2018
Q4 		$144K Sell
886
-62
-7% -$10K 0.08% 188
2018
Q3 		$151K Sell
948
-67
-7% -$10.7K 0.07% 209
2018
Q2 		$153K Buy
1,015
+18
+2% +$2.56K 0.07% 208
2018
Q1 		$137K Buy
997
+62
+7% +$7.66K 0.06% 230
2017
Q4 		$106K Buy
+935
New +$95.2K 0.05% 279

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Goldman Sachs
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return