CWP
Concord Wealth Partners’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7K | Hold |
188
| – | – | 0.01% | 364 |
|
|
2025
Q1 | $44.8K | Hold |
188
| – | – | 0.01% | 331 |
|
|
2024
Q4 | $53.6K | Hold |
188
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $49.5K | Hold |
188
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $45.1K | Hold |
188
| – | – | 0.01% | 322 |
|
|
2024
Q1 | $43.7K | Hold |
188
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $36.6K | Sell |
188
-8
| -4% | -$1.56K | 0.01% | 399 |
|
|
2023
Q3 | $26.5K | Hold |
196
| – | – | 0.01% | 469 |
|
|
2023
Q2 | $30.8K | Hold |
196
| – | – | 0.01% | 432 |
|
|
2023
Q1 | $39.6K | Hold |
196
| – | – | 0.01% | 382 |
|
|
2022
Q4 | $39.7K | Buy |
+196
| New | +$39.7K | 0.01% | 407 |
|
|
2022
Q3 | – | Sell |
-196
| Closed | -$27K | – | 288 |
|
|
2022
Q2 | $27K | Hold |
196
| – | – | 0.01% | 475 |
|
|
2022
Q1 | $36K | Hold |
196
| – | – | 0.01% | 487 |
|
|
2021
Q4 | $57K | Hold |
196
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $56K | Hold |
196
| – | – | 0.02% | 196 |
|
|
2021
Q2 | $63K | Hold |
196
| – | – | 0.02% | 309 |
|
|
2021
Q1 | $59K | Buy |
196
+8
| +4% | +$2.41K | 0.02% | 307 |
|
|
2020
Q4 | $49K | Buy |
+188
| New | +$49K | 0.04% | 209 |
|