Lee Financial’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-73	Closed	-$14.2K	–	248
2023 Q4	$14.2K	Sell	73 -9	-11%	-$1.75K	﹤0.01%	373
2023 Q3	$11.1K	Hold	82	–	–	﹤0.01%	397
2023 Q2	$12.9K	Hold	82	–	–	﹤0.01%	373
2023 Q1	$16.6K	Hold	82	–	–	﹤0.01%	340
2022 Q4	$16.6K	Sell	82 -3	-4%	-$608	﹤0.01%	379
2022 Q3	$10K	Sell	85 -1	-1%	-$118	﹤0.01%	427
2022 Q2	$12K	Buy	86 +38	+79%	+$5.3K	﹤0.01%	415
2022 Q1	$9K	Hold	48	–	–	﹤0.01%	445
2021 Q4	$14K	Hold	48	–	–	﹤0.01%	427
2021 Q3	$14K	Hold	48	–	–	﹤0.01%	376
2021 Q2	$15K	Hold	48	–	–	﹤0.01%	352
2021 Q1	$14K	Sell	48 -15	-24%	-$4.38K	﹤0.01%	347
2020 Q4	$16K	Hold	63	–	–	﹤0.01%	316
2020 Q3	$13K	Hold	63	–	–	﹤0.01%	359
2020 Q2	$12K	Hold	63	–	–	﹤0.01%	334
2020 Q1	$10K	Hold	63	–	–	﹤0.01%	291
2019 Q4	$14K	Hold	63	–	–	﹤0.01%	293
2019 Q3	$13K	Hold	63	–	–	﹤0.01%	297
2019 Q2	$11K	Sell	63 -42	-40%	-$7.33K	﹤0.01%	335
2019 Q1	$16K	Hold	105	–	–	﹤0.01%	273
2018 Q4	$17K	Hold	105	–	–	﹤0.01%	233
2018 Q3	$17K	Hold	105	–	–	﹤0.01%	265
2018 Q2	$16K	Hold	105	–	–	﹤0.01%	387
2018 Q1	$14K	Hold	105	–	–	﹤0.01%	412
2017 Q4	$13K	Hold	105	–	–	﹤0.01%	287
2017 Q3	$10K	Sell	105 -15	-13%	-$1.43K	﹤0.01%	326
2017 Q2	$11K	Hold	120	–	–	﹤0.01%	307
2017 Q1	$12K	Sell	120 -5	-4%	-$500	﹤0.01%	251
2016 Q4	$11K	Buy	+125	New	+$11K	0.01%	271