OneDigital 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 | $308K | Sell |
1,324
-15
| -1% | -$3.49K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $319K | Buy |
1,339
+290
| +28% | +$69.1K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $299K | Buy |
1,049
+22
| +2% | +$6.27K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $271K | Buy |
1,027
+54
| +6% | +$14.2K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $234K | Buy |
+973
| New | +$234K | ﹤0.01% | 1222 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$9K | – | 595 |
|
|
2019
Q2 | $9K | Hold |
54
| – | – | ﹤0.01% | 943 |
|
|
2019
Q1 | $8K | Hold |
54
| – | – | ﹤0.01% | 917 |
|
|
2018
Q4 | $9K | Sell |
54
-11
| -17% | -$1.83K | ﹤0.01% | 868 |
|
|
2018
Q3 | $11K | Hold |
65
| – | – | ﹤0.01% | 807 |
|
|
2018
Q2 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 1037 |
|