JFS Wealth Advisors’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35K | Sell |
23
-2
| -8% | -$465 | ﹤0.01% | 1061 |
|
|
2025
Q1 | $5.96K | Hold |
25
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q4 | $7.13K | Sell |
25
-6
| -19% | -$1.71K | ﹤0.01% | 978 |
|
|
2024
Q3 | $8.17K | Buy |
31
+9
| +41% | +$2.37K | ﹤0.01% | 928 |
|
|
2024
Q2 | $5.28K | Buy |
22
+8
| +57% | +$1.92K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $3.25K | Buy |
14
+4
| +40% | +$929 | ﹤0.01% | 1265 |
|
|
2023
Q4 | $1.95K | Buy |
10
+1
| +11% | +$195 | ﹤0.01% | 1452 |
|
|
2023
Q3 | $1.22K | Sell |
9
-3
| -25% | -$406 | ﹤0.01% | 1535 |
|
|
2023
Q2 | $1.89K | Sell |
12
-4
| -25% | -$630 | ﹤0.01% | 1403 |
|
|
2023
Q1 | $3.23K | Buy |
16
+4
| +33% | +$809 | ﹤0.01% | 1171 |
|
|
2022
Q4 | $2.43K | Hold |
12
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q3 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1495 |
|
|
2022
Q2 | $1K | Sell |
4
-7
| -64% | -$1.75K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $2K | Buy |
11
+8
| +267% | +$1.46K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1276 |
|