Capstone Investment Advisors
BURL icon

Capstone Investment Advisors’s Burlington BURL Stock Holding History

Capstone Investment Advisors’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
2024
Q3 		– Sell
-2,787
Closed -$669K – 1934
2024
Q2 		$669K Buy
+2,787
New +$574K 0.01% 1164
2024
Q1 		– Sell
-1,117
Closed -$217K – 2358
2023
Q4 		$217K Sell
1,117
-6,797
-86% -$1.01M ﹤0.01% 1753
2023
Q3 		$1.07M Buy
7,914
+2,221
+39% +$356K 0.03% 960
2023
Q2 		$896K Buy
+5,693
New +$977K 0.03% 909
2017
Q3 		– Sell
-30,207
Closed -$2.78M – 558
2017
Q2 		$2.78M Buy
+30,207
New +$2.9M 0.13% 216
2017
Q1 		– Sell
-13,990
Closed -$1.19M – 897
2016
Q4 		$1.19M Buy
13,990
+2,755
+25% +$222K 0.06% 374
2016
Q3 		$910K Sell
11,235
-5,107
-31% -$395K 0.05% 410
2016
Q2 		$1.09M Buy
+16,342
New +$959K 0.06% 330
2016
Q1 		– Sell
-33,080
Closed -$1.42M – 652
2015
Q4 		$1.42M Buy
33,080
+28,880
+688% +$1.34M 0.08% 206
2015
Q3 		$214K Buy
+4,200
New +$224K 0.01% 367

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