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Edgestream Partners’s Burlington BURL Stock Holding History

Edgestream Partners’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$623K Buy
+1,915
New +$586K 0.02% 707
2025
Q4 		– Sell
-22,756
Closed -$5.79M – 957
2025
Q3 		$5.79M Buy
+22,756
New +$6.18M 0.17% 209
2024
Q4 		– Sell
-14,405
Closed -$3.8M – 871
2024
Q3 		$3.8M Buy
+14,405
New +$3.73M 0.17% 202
2024
Q1 		– Sell
-2,039
Closed -$397K – 818
2023
Q4 		$397K Sell
2,039
-14,782
-88% -$2.21M 0.03% 660
2023
Q3 		$2.28M Sell
16,821
-1,519
-8% -$244K 0.18% 159
2023
Q2 		$2.89M Buy
+18,340
New +$3.15M 0.26% 94

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