Mutual of America Capital Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Sell |
31,325
-1,000
| -3% | -$233K | 0.08% | 286 |
|
|
2025
Q1 | $7.7M | Sell |
32,325
-944
| -3% | -$225K | 0.09% | 244 |
|
|
2024
Q4 | $9.48M | Sell |
33,269
-847
| -2% | -$241K | 0.1% | 189 |
|
|
2024
Q3 | $8.99M | Sell |
34,116
-2,451
| -7% | -$646K | 0.09% | 210 |
|
|
2024
Q2 | $8.78M | Sell |
36,567
-1,530
| -4% | -$367K | 0.1% | 192 |
|
|
2024
Q1 | $8.85M | Sell |
38,097
-1,986
| -5% | -$461K | 0.1% | 210 |
|
|
2023
Q4 | $7.8M | Buy |
+40,083
| New | +$7.8M | 0.09% | 233 |
|
|
2023
Q2 | – | Sell |
-4,724
| Closed | -$955K | – | 1471 |
|
|
2023
Q1 | $955K | Sell |
4,724
-54
| -1% | -$10.9K | 0.01% | 1038 |
|
|
2022
Q4 | $969K | Sell |
4,778
-102
| -2% | -$20.7K | 0.01% | 1037 |
|
|
2022
Q3 | $546K | Sell |
4,880
-10
| -0.2% | -$1.12K | 0.01% | 1105 |
|
|
2022
Q2 | $666K | Buy |
+4,890
| New | +$666K | 0.01% | 1062 |
|
|
2020
Q2 | – | Sell |
-300
| Closed | -$48K | – | 1683 |
|
|
2020
Q1 | $48K | Hold |
300
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q4 | $68K | Hold |
300
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q3 | $60K | Hold |
300
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q2 | $51K | Hold |
300
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q1 | $47K | Hold |
300
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q4 | $49K | Sell |
300
-300
| -50% | -$49K | ﹤0.01% | 1239 |
|
|
2018
Q3 | $98K | Hold |
600
| – | – | ﹤0.01% | 1176 |
|
|
2018
Q2 | $90K | Hold |
600
| – | – | ﹤0.01% | 1174 |
|
|
2018
Q1 | $80K | Hold |
600
| – | – | ﹤0.01% | 1159 |
|
|
2017
Q4 | $74K | Hold |
600
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q3 | $57K | Hold |
600
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q2 | $55K | Sell |
600
-200
| -25% | -$18.3K | ﹤0.01% | 1186 |
|
|
2017
Q1 | $78K | Hold |
800
| – | – | ﹤0.01% | 1165 |
|
|
2016
Q4 | $68K | Sell |
800
-400
| -33% | -$34K | ﹤0.01% | 1167 |
|
|
2016
Q3 | $97K | Hold |
1,200
| – | – | ﹤0.01% | 1150 |
|
|
2016
Q2 | $80K | Hold |
1,200
| – | – | ﹤0.01% | 1159 |
|
|
2016
Q1 | $67K | Hold |
1,200
| – | – | ﹤0.01% | 1148 |
|
|
2015
Q4 | $51K | Buy |
1,200
+500
| +71% | +$21.3K | ﹤0.01% | 1161 |
|
|
2015
Q3 | $36K | Buy |
+700
| New | +$36K | ﹤0.01% | 1209 |
|