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Belpointe Asset Management’s Burlington BURL Stock Holding History

Belpointe Asset Management’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
2025
Q1 		– Sell
-997
Closed -$267K – 926
2024
Q4 		$267K Buy
+997
New +$269K 0.02% 698
2023
Q2 		– Sell
-53
Closed -$10.7K – 968
2023
Q1 		$10.7K Buy
53
+3
+6% +$656 ﹤0.01% 2680
2022
Q4 		$10.1K Buy
+50
New +$7.98K ﹤0.01% 2612
2020
Q1 		– Sell
-2,460
Closed -$561K – 641
2019
Q4 		$561K Buy
2,460
+249
+11% +$52K 0.07% 301
2019
Q3 		$442K Buy
+2,211
New +$407K 0.07% 312

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