Clearstead Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5K | Buy |
157
+81
| +107% | +$18.8K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $18.1K | Sell |
76
-12
| -14% | -$2.86K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $25.1K | Buy |
88
+15
| +21% | +$4.28K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $19.2K | Buy |
+73
| New | +$19.2K | ﹤0.01% | 1430 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$3.1K | – | 2033 |
|
|
2024
Q1 | $3.1K | Buy |
16
+8
| +100% | +$1.55K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $1.56K | Buy |
+8
| New | +$1.56K | ﹤0.01% | 1327 |
|
|
2021
Q2 | – | Sell |
-18
| Closed | -$5K | – | 1260 |
|
|
2021
Q1 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 861 |
|