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Calton & Associates’s Burlington BURL Stock Holding History

Calton & Associates’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
2020
Q1 		– Sell
-1,442
Closed -$329K – 315
2019
Q4 		$329K Buy
1,442
+32
+2% +$6.69K 0.07% 234
2019
Q3 		$282K Buy
+1,410
New +$259K 0.06% 254
2018
Q4 		– Sell
-1,578
Closed -$257K – 231
2018
Q3 		$257K Sell
1,578
-51
-3% -$8.14K 0.08% 227
2018
Q2 		$257K Buy
+1,629
New +$232K 0.07% 221

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