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BCWM
Bartlett & Co Wealth Management’s
Burlington
BURL
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
BURL Stock Details
BURL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-2
Closed
-$644
–
956
2021
Q2
$644
Hold
2
–
–
﹤0.01%
1004
2021
Q1
$598
Hold
2
–
–
﹤0.01%
1037
2020
Q4
$523
Buy
+2
New
+$446
﹤0.01%
1144
2019
Q3
–
Sell
-7
Closed
-$1.19K
–
885
2019
Q2
$1.19K
Buy
+7
New
+$1.14K
﹤0.01%
698
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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