Blue Trust Inc’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94.7K | Buy |
407
+55
| +16% | +$12.8K | ﹤0.01% | 1070 |
|
2025
Q1 | $83.9K | Buy |
352
+93
| +36% | +$22.2K | ﹤0.01% | 1074 |
|
2024
Q4 | $73.8K | Sell |
259
-388
| -60% | -$111K | ﹤0.01% | 1064 |
|
2024
Q3 | $155K | Buy |
647
+460
| +246% | +$110K | ﹤0.01% | 993 |
|
2024
Q2 | $43.4K | Buy |
187
+161
| +619% | +$37.4K | ﹤0.01% | 1306 |
|
2024
Q1 | $6.04K | Sell |
26
-63
| -71% | -$14.6K | ﹤0.01% | 1586 |
|
2023
Q4 | $12K | Buy |
89
+38
| +75% | +$5.12K | ﹤0.01% | 1507 |
|
2023
Q3 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 1463 |
|
2023
Q2 | – | Sell |
-71
| Closed | -$15K | – | 2058 |
|
2023
Q1 | $15K | Buy |
71
+28
| +65% | +$5.92K | ﹤0.01% | 1475 |
|
2022
Q4 | $5K | Buy |
43
+12
| +39% | +$1.4K | ﹤0.01% | 1708 |
|
2022
Q3 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 1607 |
|