Mount Yale Investment Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $714K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $283K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $526K | Sell |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $922K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $872K | Buy |
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|
2020
Q3 | $677K | Buy |
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|
2020
Q2 | $628K | Buy |
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|
2020
Q1 | $430K | Buy |
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|
2019
Q4 | $530K | Sell |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $450K | Hold |
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|
2018
Q4 | $482K | Sell |
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|
2018
Q3 | $560K | Sell |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $466K | Buy |
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