Congress Wealth Management’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-48,225	Closed	-$6.57M	–	548
2022 Q2	$6.57M	Buy	48,225 +1,009	+2%	+$137K	0.17%	165
2022 Q1	$8.6M	Sell	47,216 -118	-0.2%	-$21.5K	0.19%	159
2021 Q4	$13.8M	Buy	+47,334	New	+$13.8M	0.27%	95