OI
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Oakbrook Investments’s Burlington BURL Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-2,800
Closed -$638K – 145
2019
Q4 		$638K Sell
2,800
-775
-22% -$162K 0.13% 256
2019
Q3 		$714K Buy
+3,575
New +$657K 0.05% 316
2019
Q2 		– Sell
-3,550
Closed -$556K – 608
2019
Q1 		$556K Buy
3,550
+1,775
+100% +$286K 0.03% 378
2018
Q4 		$289K Sell
1,775
-2,425
-58% -$392K 0.02% 482
2018
Q3 		$684K Buy
4,200
+2,150
+105% +$343K 0.04% 372
2018
Q2 		$309K Buy
2,050
+105
+5% +$14.9K 0.02% 452
2018
Q1 		$259K Buy
+1,945
New +$240K 0.02% 502

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