CIS
Custom Index Systems’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,518
| Closed | -$362K | – | 243 |
|
|
2025
Q1 | $362K | Sell |
1,518
-364
| -19% | -$86.8K | 0.18% | 177 |
|
|
2024
Q4 | $536K | Sell |
1,882
-6
| -0.3% | -$1.71K | 0.29% | 94 |
|
|
2024
Q3 | $497K | Sell |
1,888
-595
| -24% | -$157K | 0.27% | 110 |
|
|
2024
Q2 | $596K | Buy |
2,483
+731
| +42% | +$175K | 0.34% | 63 |
|
|
2024
Q1 | $407K | Sell |
1,752
-440
| -20% | -$102K | 0.23% | 137 |
|
|
2023
Q4 | $426K | Buy |
+2,192
| New | +$426K | 0.26% | 101 |
|