L.J. Altfest & Co’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,235
| Closed | -$771K | – | 340 |
|
|
2025
Q1 | $771K | Buy |
3,235
+868
| +37% | +$207K | 0.1% | 150 |
|
|
2024
Q4 | $675K | Buy |
2,367
+489
| +26% | +$139K | 0.09% | 166 |
|
|
2024
Q3 | $495K | Sell |
1,878
-431
| -19% | -$114K | 0.07% | 210 |
|
|
2024
Q2 | $554K | Buy |
2,309
+194
| +9% | +$46.5K | 0.08% | 176 |
|
|
2024
Q1 | $491K | Sell |
2,115
-832
| -28% | -$193K | 0.07% | 198 |
|
|
2023
Q4 | $573K | Buy |
2,947
+878
| +42% | +$171K | 0.08% | 167 |
|
|
2023
Q3 | $280K | Buy |
2,069
+460
| +29% | +$62.3K | 0.04% | 250 |
|
|
2023
Q2 | $253K | Sell |
1,609
-21
| -1% | -$3.3K | 0.04% | 262 |
|
|
2023
Q1 | $329K | Buy |
1,630
+13
| +0.8% | +$2.62K | 0.05% | 214 |
|
|
2022
Q4 | $328K | Buy |
+1,617
| New | +$328K | 0.05% | 203 |
|