JFS Wealth Advisors’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 | $5.35K | Sell |
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|
2025
Q1 | $5.96K | Hold |
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|
2024
Q4 | $7.13K | Sell |
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|
2024
Q3 | $8.17K | Buy |
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|
2024
Q2 | $5.28K | Buy |
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|
2024
Q1 | $3.25K | Buy |
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|
2023
Q4 | $1.95K | Buy |
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|
2023
Q3 | $1.22K | Sell |
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|
2023
Q2 | $1.89K | Sell |
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|
2023
Q1 | $3.23K | Buy |
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|
2022
Q4 | $2.43K | Hold |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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