Montag & Associates’s Burlington BURL Stock Holding History

Montag & Associates’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$1.62K	Sell
2022 Q4	$1.82K	Buy
2022 Q1	–	Sell
2021 Q4	$576K	Hold
2021 Q3	$560K	Sell
2021 Q2	$749K	Sell
2021 Q1	$3.47M	Buy