BCM
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Brookstone Capital Management’s Burlington BURL Stock Holding History

Brookstone Capital 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
2023
Q1 		– Sell
-2,669
Closed -$598K – 834
2022
Q4 		$598K Buy
2,669
+218
+9% +$34.8K 0.01% 542
2022
Q3 		$281K Buy
2,451
+198
+9% +$28.8K 0.01% 673
2022
Q2 		$343K Buy
2,253
+130
+6% +$23.5K 0.01% 614
2022
Q1 		$440K Buy
2,123
+118
+6% +$25.9K 0.01% 580
2021
Q4 		$508K Buy
2,005
+74
+4% +$20.8K 0.01% 522
2021
Q3 		$510K Sell
1,931
-30
-2% -$9.59K 0.01% 494
2021
Q2 		$647K Sell
1,961
-498
-20% -$159K 0.01% 438
2021
Q1 		$735K Sell
2,459
-35
-1% -$9.51K 0.03% 290
2020
Q4 		$652K Buy
2,494
+11
+0.4% +$2.45K 0.03% 297
2020
Q3 		$512K Sell
2,483
-231
-9% -$45K 0.02% 270
2020
Q2 		$534K Sell
2,714
-220
-7% -$41.4K 0.03% 227
2020
Q1 		$465K Sell
2,934
-71
-2% -$14.9K 0.03% 218
2019
Q4 		$685K Sell
3,005
-50
-2% -$10.5K 0.03% 238
2019
Q3 		$610K Buy
3,055
+141
+5% +$25.9K 0.03% 239
2019
Q2 		$496K Buy
2,914
+591
+25% +$96.6K 0.03% 264
2019
Q1 		$364K Buy
2,323
+490
+27% +$79K 0.02% 308
2018
Q4 		$298K Buy
1,833
+124
+7% +$20K 0.02% 222
2018
Q3 		$278K Buy
+1,709
New +$273K 0.02% 350

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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return