Laird Norton Wetherby Wealth Management’s Burlington BURL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,253
Closed -$253K 957
2023
Q1
$253K Buy
1,253
+51
+4% +$11.1K 0.01% 756
2022
Q4
$244K Buy
+1,202
New +$192K 0.02% 746
2022
Q1
Sell
-727
Closed -$212K 933
2021
Q4
$212K Buy
+727
New +$204K 0.01% 845
2021
Q3
Sell
-713
Closed -$230K 934
2021
Q2
$230K Sell
713
-442
-38% -$141K 0.01% 812
2021
Q1
$345K Sell
1,155
-313
-21% -$85.1K 0.03% 552
2020
Q4
$384K Sell
1,468
-307
-17% -$68.4K 0.03% 554
2020
Q3
$366K Buy
1,775
+457
+35% +$89K 0.03% 464
2020
Q2
$260K Sell
1,318
-210
-14% -$39.6K 0.02% 567
2020
Q1
$242K Buy
1,528
+369
+32% +$77.7K 0.03% 518
2019
Q4
$264K Buy
1,159
+40
+4% +$8.36K 0.03% 574
2019
Q3
$224K Buy
+1,119
New +$206K 0.02% 627

Other funds holding BURL