Mount Yale Investment Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
2,067
+144
| +7% | +$33.5K | 0.04% | 350 |
|
|
2025
Q1 | $458K | Buy |
1,923
+242
| +14% | +$57.7K | 0.04% | 343 |
|
|
2024
Q4 | $479K | Sell |
1,681
-1,188
| -41% | -$339K | 0.04% | 346 |
|
|
2024
Q3 | $756K | Sell |
2,869
-104
| -3% | -$27.4K | 0.07% | 253 |
|
|
2024
Q2 | $714K | Sell |
2,973
-25
| -0.8% | -$6K | 0.06% | 272 |
|
|
2024
Q1 | $696K | Buy |
2,998
+183
| +7% | +$42.5K | 0.05% | 292 |
|
|
2023
Q4 | $547K | Buy |
2,815
+727
| +35% | +$141K | 0.05% | 306 |
|
|
2023
Q3 | $283K | Buy |
+2,088
| New | +$283K | 0.03% | 402 |
|
|
2022
Q3 | – | Sell |
-3,861
| Closed | -$526K | – | 448 |
|
|
2022
Q2 | $526K | Sell |
3,861
-225
| -6% | -$30.7K | 0.07% | 284 |
|
|
2022
Q1 | $744K | Buy |
4,086
+820
| +25% | +$149K | 0.08% | 242 |
|
|
2021
Q4 | $952K | Buy |
3,266
+13
| +0.4% | +$3.79K | 0.1% | 211 |
|
|
2021
Q3 | $922K | Sell |
3,253
-112
| -3% | -$31.7K | 0.11% | 203 |
|
|
2021
Q2 | $1.08M | Sell |
3,365
-32
| -0.9% | -$10.3K | 0.13% | 166 |
|
|
2021
Q1 | $1.02M | Buy |
3,397
+62
| +2% | +$18.5K | 0.13% | 159 |
|
|
2020
Q4 | $872K | Buy |
3,335
+50
| +2% | +$13.1K | 0.12% | 182 |
|
|
2020
Q3 | $677K | Buy |
3,285
+97
| +3% | +$20K | 0.1% | 202 |
|
|
2020
Q2 | $628K | Buy |
3,188
+473
| +17% | +$93.2K | 0.11% | 194 |
|
|
2020
Q1 | $430K | Buy |
2,715
+280
| +11% | +$44.3K | 0.1% | 202 |
|
|
2019
Q4 | $530K | Sell |
2,435
-245
| -9% | -$53.3K | 0.09% | 183 |
|
|
2019
Q3 | $537K | Sell |
2,680
-183
| -6% | -$36.7K | 0.1% | 180 |
|
|
2019
Q2 | $504K | Sell |
2,863
-12
| -0.4% | -$2.11K | 0.09% | 183 |
|
|
2019
Q1 | $450K | Hold |
2,875
| – | – | 0.08% | 197 |
|
|
2018
Q4 | $482K | Sell |
2,875
-396
| -12% | -$66.4K | 0.1% | 178 |
|
|
2018
Q3 | $560K | Sell |
3,271
-186
| -5% | -$31.8K | 0.1% | 156 |
|
|
2018
Q2 | $520K | Sell |
3,457
-45
| -1% | -$6.77K | 0.1% | 163 |
|
|
2018
Q1 | $466K | Buy |
+3,502
| New | +$466K | 0.1% | 184 |
|