Mather Group’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 |
-169
| Closed | -$40.3K | – | 759 |
|
|
2025
Q1 | $40.3K | Hold |
169
| – | – | ﹤0.01% | 934 |
|
|
2024
Q4 | $48.2K | Hold |
169
| – | – | ﹤0.01% | 882 |
|
|
2024
Q3 | $44.5K | Sell |
169
-30
| -15% | -$7.9K | ﹤0.01% | 903 |
|
|
2024
Q2 | $46.2K | Sell |
199
-9
| -4% | -$2.09K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $40.5K | Buy |
+208
| New | +$40.5K | ﹤0.01% | 920 |
|