Cerity Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
12,182
-2,843
| -19% | -$661K | 0.01% | 1057 |
|
|
2025
Q1 | $3.58M | Buy |
15,025
+83
| +0.6% | +$19.8K | 0.01% | 857 |
|
|
2024
Q4 | $4.01M | Sell |
14,942
-1,519
| -9% | -$408K | 0.01% | 804 |
|
|
2024
Q3 | $4.34M | Buy |
16,461
+3,388
| +26% | +$893K | 0.01% | 753 |
|
|
2024
Q2 | $3.14M | Buy |
13,073
+2,138
| +20% | +$513K | 0.01% | 745 |
|
|
2024
Q1 | $2.54M | Buy |
+10,935
| New | +$2.54M | 0.01% | 877 |
|
|
2019
Q2 | – | Sell |
-1,848
| Closed | -$290K | – | 497 |
|
|
2019
Q1 | $290K | Buy |
1,848
+339
| +22% | +$53.2K | 0.02% | 430 |
|
|
2018
Q4 | $245K | Buy |
+1,509
| New | +$245K | 0.02% | 443 |
|