Nisa Investment Advisors’s Burlington BURL Stock Holding History

Nisa Investment Advisors’s Portfolio BURL Stock Details BURL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79.1K	Sell	340 -85	-20%	-$19.8K	﹤0.01%	1469
2025 Q1	$101K	Hold	425	–	–	﹤0.01%	1404
2024 Q4	$121K	Sell	425 -4,145	-91%	-$1.18M	﹤0.01%	1420
2024 Q3	$1.2M	Buy	4,570 +4,155	+1,001%	+$1.09M	0.01%	810
2024 Q2	$99.6K	Sell	415 -1,667	-80%	-$400K	﹤0.01%	1477
2024 Q1	$483K	Buy	2,082 +1,742	+512%	+$404K	﹤0.01%	1094
2023 Q4	$66.1K	Buy	340 +40	+13%	+$7.78K	﹤0.01%	1558
2023 Q3	$40.6K	Hold	300	–	–	﹤0.01%	1791
2023 Q2	$47.2K	Hold	300	–	–	﹤0.01%	1766
2023 Q1	$61K	Hold	300	–	–	﹤0.01%	1647
2022 Q4	$61K	Hold	300	–	–	﹤0.01%	1709
2022 Q3	$34K	Hold	300	–	–	﹤0.01%	1883
2022 Q2	$41K	Hold	300	–	–	﹤0.01%	1797
2022 Q1	$55K	Hold	300	–	–	﹤0.01%	1807
2021 Q4	$71K	Hold	300	–	–	﹤0.01%	1628
2021 Q3	$85	Hold	300	–	–	﹤0.01%	1767
2021 Q2	$97	Sell	300 -1,500	-83%	-$485	﹤0.01%	1708
2021 Q1	$538	Sell	1,800 -1,300	-42%	-$389	﹤0.01%	1153
2020 Q4	$811K	Sell	3,100 -1,000	-24%	-$262K	0.01%	1015
2020 Q3	$845K	Hold	4,100	–	–	0.01%	864
2020 Q2	$807K	Hold	4,100	–	–	0.01%	857
2020 Q1	$650K	Buy	4,100 +530	+15%	+$84K	0.01%	845
2019 Q4	$814K	Sell	3,570 -15	-0.4%	-$3.42K	0.01%	948
2019 Q3	$716K	Hold	3,585	–	–	0.01%	972
2019 Q2	$610K	Buy	3,585 +85	+2%	+$14.5K	0.01%	1010
2019 Q1	$548K	Hold	3,500	–	–	0.01%	1026
2018 Q4	$569K	Hold	3,500	–	–	0.01%	954
2018 Q3	$570K	Hold	3,500	–	–	0.01%	1062
2018 Q2	$527K	Hold	3,500	–	–	0.01%	1038
2018 Q1	$429K	Hold	3,500	–	–	﹤0.01%	1064
2017 Q4	$431K	Hold	3,500	–	–	﹤0.01%	1078
2017 Q3	$334K	Hold	3,500	–	–	﹤0.01%	1127
2017 Q2	$342K	Sell	3,500 -210	-6%	-$20.5K	﹤0.01%	1112
2017 Q1	$361K	Buy	3,710 +1,310	+55%	+$127K	﹤0.01%	1119
2016 Q4	$203K	Sell	2,400 -400	-14%	-$33.8K	﹤0.01%	1242
2016 Q3	$227K	Hold	2,800	–	–	﹤0.01%	1193
2016 Q2	$187K	Buy	2,800 +2,000	+250%	+$134K	﹤0.01%	1228
2016 Q1	$45K	Buy	+800	New	+$45K	﹤0.01%	1404