Ameritas Advisory Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465 | Buy |
+2
| New | +$465 | ﹤0.01% | 2705 |
|
|
2024
Q3 | – | Sell |
-3,418
| Closed | -$820K | – | 857 |
|
|
2024
Q2 | $820K | Buy |
3,418
+2,241
| +190% | +$538K | 0.03% | 458 |
|
|
2024
Q1 | $218K | Sell |
1,177
-25
| -2% | -$4.62K | 0.01% | 806 |
|
|
2023
Q4 | $238K | Buy |
+1,202
| New | +$238K | 0.01% | 626 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$3.98K | – | 816 |
|
|
2023
Q1 | $3.98K | Buy |
+21
| New | +$3.98K | ﹤0.01% | 2216 |
|