EverSource Wealth Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
698
+334
| +92% | +$77.7K | 0.01% | 951 |
|
|
2025
Q1 | $86.8K | Buy |
364
+47
| +15% | +$11.2K | ﹤0.01% | 968 |
|
|
2024
Q4 | $90.4K | Buy |
317
+49
| +18% | +$14K | 0.01% | 940 |
|
|
2024
Q3 | $70.6K | Buy |
268
+182
| +212% | +$48K | ﹤0.01% | 917 |
|
|
2024
Q2 | $22.4K | Buy |
86
+1
| +1% | +$260 | ﹤0.01% | 1453 |
|
|
2024
Q1 | $15.3K | Buy |
85
+68
| +400% | +$12.2K | ﹤0.01% | 1490 |
|
|
2023
Q4 | $3.31K | Buy |
17
+14
| +467% | +$2.72K | ﹤0.01% | 2018 |
|
|
2023
Q3 | $406 | Hold |
3
| – | – | ﹤0.01% | 2416 |
|
|
2023
Q2 | $472 | Buy |
+3
| New | +$472 | ﹤0.01% | 2368 |
|
|
2022
Q1 | – | Sell |
-131
| Closed | -$38K | – | 1718 |
|
|
2021
Q4 | $38K | Buy |
+131
| New | +$38K | 0.01% | 476 |
|