IA
Inspire Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,635
| Closed | -$694K | – | 424 |
|
|
2024
Q3 | $694K | Buy |
2,635
+213
| +9% | +$56.1K | 0.08% | 157 |
|
|
2024
Q2 | $581K | Sell |
2,422
-260
| -10% | -$62.4K | 0.08% | 176 |
|
|
2024
Q1 | $623K | Sell |
2,682
-223
| -8% | -$51.8K | 0.09% | 161 |
|
|
2023
Q4 | $565K | Buy |
2,905
+1,017
| +54% | +$198K | 0.08% | 156 |
|
|
2023
Q3 | $255K | Buy |
1,888
+354
| +23% | +$47.9K | 0.05% | 226 |
|
|
2023
Q2 | $241K | Buy |
1,534
+323
| +27% | +$50.8K | 0.05% | 197 |
|
|
2023
Q1 | $245K | Sell |
1,211
-250
| -17% | -$50.5K | 0.06% | 162 |
|
|
2022
Q4 | $296K | Buy |
+1,461
| New | +$296K | 0.07% | 99 |
|
|
2021
Q1 | – | Sell |
-275
| Closed | -$72K | – | 185 |
|
|
2020
Q4 | $72K | Buy |
+275
| New | +$72K | 0.03% | 183 |
|