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Schechter Investment Advisors’s Burlington BURL Stock Holding History

Schechter Investment Advisors’s Portfolio BURL Stock Details BURL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-898
Closed -$256K – 640
2024
Q4 		$256K Buy
898
+16
+2% +$4.56K 0.02% 521
2024
Q3 		$232K Buy
882
+32
+4% +$8.43K 0.02% 555
2024
Q2 		$204K Buy
+850
New +$204K 0.02% 561