Global Retirement Partners’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Buy |
+94
| New | +$21.9K | ﹤0.01% | 2247 |
|
|
2024
Q4 | $23.4K | Hold |
82
| – | – | ﹤0.01% | 2007 |
|
|
2024
Q3 | $21.6K | Sell |
82
-11
| -12% | -$2.9K | ﹤0.01% | 1951 |
|
|
2024
Q2 | $22.3K | Sell |
93
-5
| -5% | -$1.2K | ﹤0.01% | 1926 |
|
|
2024
Q1 | $22.8K | Buy |
98
+8
| +9% | +$1.86K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $17.4K | Buy |
90
+3
| +3% | +$580 | ﹤0.01% | 1824 |
|
|
2023
Q3 | $11.1K | Sell |
87
-2
| -2% | -$254 | ﹤0.01% | 1912 |
|
|
2023
Q2 | $14K | Buy |
89
+3
| +3% | +$472 | ﹤0.01% | 1833 |
|
|
2023
Q1 | $15.9K | Hold |
86
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q4 | $17.4K | Buy |
86
+6
| +8% | +$1.22K | ﹤0.01% | 1537 |
|
|
2022
Q3 | $11K | Hold |
80
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q2 | $11K | Hold |
80
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q1 | $12K | Buy |
+80
| New | +$12K | ﹤0.01% | 1538 |
|
|
2021
Q4 | – | Sell |
-155
| Closed | -$44K | – | 440 |
|
|
2021
Q3 | $44K | Buy |
155
+41
| +36% | +$11.6K | ﹤0.01% | 893 |
|
|
2021
Q2 | $37K | Buy |
114
+43
| +61% | +$14K | ﹤0.01% | 974 |
|
|
2021
Q1 | $21K | Buy |
71
+8
| +13% | +$2.37K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $16K | Hold |
63
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q3 | $13K | Hold |
63
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q2 | $12K | Hold |
63
| – | – | ﹤0.01% | 1058 |
|
|
2020
Q1 | $10K | Hold |
63
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q4 | $14K | Sell |
63
-24
| -28% | -$5.33K | ﹤0.01% | 1060 |
|
|
2019
Q3 | $17K | Buy |
87
+16
| +23% | +$3.13K | ﹤0.01% | 951 |
|
|
2019
Q2 | $12K | Sell |
71
-10
| -12% | -$1.69K | ﹤0.01% | 1057 |
|
|
2019
Q1 | $13K | Buy |
81
+20
| +33% | +$3.21K | ﹤0.01% | 971 |
|
|
2018
Q4 | $10K | Buy |
61
+30
| +97% | +$4.92K | ﹤0.01% | 963 |
|
|
2018
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 1213 |
|
|
2018
Q2 | $5K | Sell |
31
-9
| -23% | -$1.45K | ﹤0.01% | 1191 |
|
|
2018
Q1 | $5K | Sell |
40
-8
| -17% | -$1K | ﹤0.01% | 1140 |
|
|
2017
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 1047 |
|