Plante Moran Financial Advisors’s Burlington BURL Stock Holding History

Plante Moran Financial Advisors’s Portfolio BURL Stock Details BURL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$578	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy
2021 Q4	–	Sell
2021 Q3	$4K	Sell
2021 Q2	$9K	Hold
2021 Q1	$8K	Buy
2020 Q4	$4K	Hold
2020 Q3	$3K	Hold
2020 Q2	$3K	Buy
2018 Q1	–	Sell
2017 Q4	$6K	Buy