Advisornet Financial’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.28K | Buy |
7
+2
| +40% | +$613 | ﹤0.01% | 1899 |
|
|
2025
Q4 | $1.44K | Buy |
5
+1
| +25% | +$271 | ﹤0.01% | 1943 |
|
|
2025
Q3 | $1.02K | Hold |
4
| – | – | ﹤0.01% | 1962 |
|
|
2025
Q2 | $931 | Sell |
4
-23
| -85% | -$5.47K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $6.43K | Buy |
27
+23
| +575% | +$5.96K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q3 | $1.05K | Sell |
4
-1
| -20% | -$259 | ﹤0.01% | 1927 |
|
|
2024
Q2 | $1.2K | Sell |
5
-1
| -17% | -$206 | ﹤0.01% | 1759 |
|
|
2024
Q1 | $1.39K | Sell |
6
-6
| -50% | -$1.22K | ﹤0.01% | 1675 |
|
|
2023
Q4 | $2.33K | Buy |
12
+6
| +100% | +$895 | ﹤0.01% | 1677 |
|
|
2023
Q3 | $812 | Sell |
6
-4
| -40% | -$642 | ﹤0.01% | 1847 |
|
|
2023
Q2 | $1.57K | Sell |
10
-1
| -9% | -$172 | ﹤0.01% | 1779 |
|
|
2023
Q1 | $2.22K | Buy |
11
+1
| +10% | +$219 | ﹤0.01% | 1677 |
|
|
2022
Q4 | $2.03K | Buy |
+10
| New | +$1.6K | ﹤0.01% | 1666 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1892 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$219 | – | 2015 |
|
|
2021
Q4 | $0 | Sell |
1
-24
| -96% | -$6.75K | ﹤0.01% | 2032 |
|
|
2021
Q3 | $7K | Buy |
+25
| New | +$7.99K | ﹤0.01% | 1537 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$10K | – | 1682 |
|
|
2020
Q3 | $10K | Buy |
+50
| New | +$9.74K | ﹤0.01% | 1263 |
|
|
2019
Q1 | – | Sell |
-785
| Closed | -$128K | – | 1586 |
|
|
2018
Q4 | $128K | Sell |
785
-25
| -3% | -$4.04K | 0.02% | 469 |
|
|
2018
Q3 | $132K | Hold |
810
| – | – | 0.02% | 496 |
|
|
2018
Q2 | $122K | Hold |
810
| – | – | 0.02% | 479 |
|
|
2018
Q1 | $108K | Hold |
810
| – | – | 0.01% | 511 |
|
|
2017
Q4 | $100K | Buy |
+810
| New | +$82.5K | 0.02% | 481 |
|
Other funds holding BURL
VPM
VCM
