Global Financial Private Client’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-31	Closed	-$7.39K	–	415
2025 Q1	$7.39K	Buy	31 +6	+24%	+$1.55K	﹤0.01%	633
2024 Q4	$7.13K	Buy	25 +3	+14%	+$811	﹤0.01%	604
2024 Q3	$5.8K	Hold	22	–	–	﹤0.01%	625
2024 Q2	$5.28K	Hold	22	–	–	﹤0.01%	502
2024 Q1	$5.03K	Hold	22	–	–	﹤0.01%	520
2023 Q4	$4.28K	Hold	22	–	–	﹤0.01%	527
2023 Q3	$2.91K	Hold	22	–	–	﹤0.01%	546
2023 Q2	$3.5K	Hold	22	–	–	﹤0.01%	528
2023 Q1	$4.53K	Hold	22	–	–	﹤0.01%	511
2022 Q4	$4.46K	Hold	22	–	–	﹤0.01%	498
2022 Q3	$2.54K	Hold	22	–	–	﹤0.01%	513
2022 Q2	$3.04K	Hold	22	–	–	﹤0.01%	484
2022 Q1	$4K	Hold	22	–	–	﹤0.01%	480
2021 Q4	$6.41K	Hold	22	–	–	﹤0.01%	434
2021 Q3	$6.27K	Hold	22	–	–	﹤0.01%	384
2021 Q2	$7.18K	Hold	22	–	–	﹤0.01%	384
2021 Q1	$6.58K	Hold	22	–	–	﹤0.01%	341
2020 Q4	$5.75K	Hold	22	–	–	﹤0.01%	344
2020 Q3	$4.59K	Hold	22	–	–	﹤0.01%	348
2020 Q2	$4.31K	Hold	22	–	–	﹤0.01%	397
2020 Q1	$3.21K	Hold	22	–	–	﹤0.01%	417
2019 Q4	$5.02K	Buy	+22	New	+$4.6K	﹤0.01%	415