SSWM
Sheets Smith Wealth Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,361
| Closed | -$388K | – | 359 |
|
|
2024
Q4 | $388K | Buy |
1,361
+372
| +38% | +$106K | 0.05% | 294 |
|
|
2024
Q3 | $261K | Buy |
+989
| New | +$261K | 0.03% | 334 |
|
|
2020
Q1 | – | Sell |
-3,534
| Closed | -$800K | – | 280 |
|
|
2019
Q4 | $800K | Buy |
+3,534
| New | +$800K | 0.15% | 145 |
|
|
2019
Q1 | – | Sell |
-4,910
| Closed | -$799K | – | 316 |
|
|
2018
Q4 | $799K | Buy |
4,910
+9
| +0.2% | +$1.47K | 0.22% | 122 |
|
|
2018
Q3 | $798K | Buy |
4,901
+2,005
| +69% | +$326K | 0.17% | 155 |
|
|
2018
Q2 | $436K | Buy |
2,896
+157
| +6% | +$23.6K | 0.1% | 212 |
|
|
2018
Q1 | $365K | Buy |
+2,739
| New | +$365K | 0.09% | 228 |
|
|
2016
Q4 | – | Sell |
-12,154
| Closed | -$985K | – | 280 |
|
|
2016
Q3 | $985K | Sell |
12,154
-548
| -4% | -$44.4K | 0.28% | 100 |
|
|
2016
Q2 | $847K | Buy |
+12,702
| New | +$847K | 0.25% | 132 |
|