Greenleaf Trust’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-989
| Closed | -$282K | – | 803 |
|
|
2024
Q4 | $282K | Buy |
989
+34
| +4% | +$9.69K | ﹤0.01% | 671 |
|
|
2024
Q3 | $252K | Buy |
955
+28
| +3% | +$7.38K | ﹤0.01% | 728 |
|
|
2024
Q2 | $222K | Buy |
+927
| New | +$222K | ﹤0.01% | 723 |
|
|
2022
Q1 | – | Sell |
-1,011
| Closed | -$295K | – | 763 |
|
|
2021
Q4 | $295K | Sell |
1,011
-60
| -6% | -$17.5K | ﹤0.01% | 605 |
|
|
2021
Q3 | $304K | Buy |
1,071
+16
| +2% | +$4.54K | ﹤0.01% | 574 |
|
|
2021
Q2 | $340K | Sell |
1,055
-18
| -2% | -$5.8K | ﹤0.01% | 524 |
|
|
2021
Q1 | $321K | Buy |
1,073
+138
| +15% | +$41.3K | ﹤0.01% | 522 |
|
|
2020
Q4 | $245K | Buy |
+935
| New | +$245K | ﹤0.01% | 528 |
|