Petrus Trust Company’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,338
| Closed | -$616K | – | 602 |
|
|
2024
Q3 | $616K | Buy |
+2,338
| New | +$616K | 0.06% | 141 |
|
|
2020
Q1 | – | Sell |
-910
| Closed | -$208K | – | 193 |
|
|
2019
Q4 | $208K | Buy |
+910
| New | +$208K | 0.03% | 238 |
|
|
2018
Q4 | – | Sell |
-1,945
| Closed | -$317K | – | 231 |
|
|
2018
Q3 | $317K | Sell |
1,945
-398
| -17% | -$64.9K | 0.07% | 93 |
|
|
2018
Q2 | $353K | Buy |
+2,343
| New | +$353K | 0.07% | 86 |
|
|
2017
Q4 | – | Sell |
-2,215
| Closed | -$211K | – | 166 |
|
|
2017
Q3 | $211K | Buy |
+2,215
| New | +$211K | 0.05% | 155 |
|
|
2017
Q1 | – | Sell |
-3,807
| Closed | -$323K | – | 183 |
|
|
2016
Q4 | $323K | Buy |
+3,807
| New | +$323K | 0.08% | 80 |
|