Edgestream Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,405
| Closed | -$3.8M | – | 871 |
|
|
2024
Q3 | $3.8M | Buy |
+14,405
| New | +$3.8M | 0.17% | 202 |
|
|
2024
Q1 | – | Sell |
-2,039
| Closed | -$397K | – | 818 |
|
|
2023
Q4 | $397K | Sell |
2,039
-14,782
| -88% | -$2.87M | 0.03% | 660 |
|
|
2023
Q3 | $2.28M | Sell |
16,821
-1,519
| -8% | -$206K | 0.18% | 159 |
|
|
2023
Q2 | $2.89M | Buy |
+18,340
| New | +$2.89M | 0.26% | 94 |
|