Pathstone Family Office’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $955K | Buy |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $876K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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