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	-1,361	Closed	-$388K	–	359
2024 Q4	$388K	Buy	1,361 +372	+38%	+$101K	0.05%	294
2024 Q3	$261K	Buy	+989	New	+$256K	0.03%	334
2020 Q1	–	Sell	-3,534	Closed	-$800K	–	280
2019 Q4	$800K	Buy	+3,534	New	+$739K	0.15%	145
2019 Q1	–	Sell	-4,910	Closed	-$799K	–	316
2018 Q4	$799K	Buy	4,910 +9	+0.2%	+$1.45K	0.22%	122
2018 Q3	$798K	Buy	4,901 +2,005	+69%	+$320K	0.17%	155
2018 Q2	$436K	Buy	2,896 +157	+6%	+$22.3K	0.1%	212
2018 Q1	$365K	Buy	+2,739	New	+$338K	0.09%	228
2016 Q4	–	Sell	-12,154	Closed	-$985K	–	280
2016 Q3	$985K	Sell	12,154 -548	-4%	-$42.4K	0.28%	100
2016 Q2	$847K	Buy	+12,702	New	+$746K	0.25%	132