Corient Private Wealth’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
2,106
+92
| +5% | +$21.4K | ﹤0.01% | 1801 |
|
|
2025
Q1 | $480K | Sell |
2,014
-269
| -12% | -$64.1K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $651K | Sell |
2,283
-248
| -10% | -$70.7K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $667K | Buy |
2,531
+828
| +49% | +$218K | ﹤0.01% | 1572 |
|
|
2024
Q2 | $409K | Sell |
1,703
-36
| -2% | -$8.64K | ﹤0.01% | 1742 |
|
|
2024
Q1 | $404K | Sell |
1,739
-298
| -15% | -$69.2K | ﹤0.01% | 1732 |
|
|
2023
Q4 | $396K | Buy |
+2,037
| New | +$396K | ﹤0.01% | 1730 |
|