Prestige Wealth Management Group’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326	Buy	+1	New	+$306	﹤0.01%	1019
2023 Q1	–	Sell	-14	Closed	-$2.84K	–	1071
2022 Q4	$2.84K	Buy	+14	New	+$2.23K	﹤0.01%	755
2022 Q1	–	Sell	-5	Closed	-$1K	–	986
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	874
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	867
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	771
2021 Q1	$1K	Sell	5 -8	-62%	-$2.17K	﹤0.01%	856
2020 Q4	$3K	Buy	13 +1	+8%	+$223	﹤0.01%	669
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	665
2020 Q2	$2K	Sell	12 -12	-50%	-$2.26K	﹤0.01%	657
2020 Q1	$4K	Buy	24 +12	+100%	+$2.53K	﹤0.01%	513
2019 Q4	$3K	Hold	12	–	–	﹤0.01%	453
2019 Q3	$2K	Buy	+12	New	+$2.21K	﹤0.01%	476