Belpointe Asset Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-997
| Closed | -$267K | – | 926 |
|
|
2024
Q4 | $267K | Buy |
+997
| New | +$267K | 0.02% | 698 |
|
|
2023
Q2 | – | Sell |
-53
| Closed | -$10.7K | – | 968 |
|
|
2023
Q1 | $10.7K | Buy |
53
+3
| +6% | +$606 | ﹤0.01% | 2681 |
|
|
2022
Q4 | $10.1K | Buy |
+50
| New | +$10.1K | ﹤0.01% | 2612 |
|
|
2020
Q1 | – | Sell |
-2,460
| Closed | -$561K | – | 641 |
|
|
2019
Q4 | $561K | Buy |
2,460
+249
| +11% | +$56.8K | 0.07% | 301 |
|
|
2019
Q3 | $442K | Buy |
+2,211
| New | +$442K | 0.07% | 308 |
|