Sheets Smith Wealth Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $261K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $800K | Buy |
|
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|
2019
Q1 | – | Sell |
|
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|
2018
Q4 | $799K | Buy |
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|
2018
Q3 | $798K | Buy |
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|
2018
Q2 | $436K | Buy |
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|
2018
Q1 | $365K | Buy |
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $985K | Sell |
|
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|
2016
Q2 | $847K | Buy |
|