Shelton Capital Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
2,228
-63
| -3% | -$14.7K | 0.01% | 329 |
|
|
2025
Q1 | $546K | Sell |
2,291
-91
| -4% | -$21.7K | 0.01% | 317 |
|
|
2024
Q4 | $679K | Sell |
2,382
-124
| -5% | -$35.3K | 0.02% | 300 |
|
|
2024
Q3 | $660K | Sell |
2,506
-56
| -2% | -$14.8K | 0.02% | 302 |
|
|
2024
Q2 | $615K | Sell |
2,562
-234
| -8% | -$56.2K | 0.02% | 302 |
|
|
2024
Q1 | $649K | Hold |
2,796
| – | – | 0.02% | 306 |
|
|
2023
Q4 | $544K | Buy |
+2,796
| New | +$544K | 0.02% | 323 |
|
|
2016
Q3 | – | Sell |
-30,000
| Closed | -$2M | – | 787 |
|
|
2016
Q2 | $2M | Hold |
30,000
| – | – | 0.18% | 106 |
|
|
2016
Q1 | $1.69M | Hold |
30,000
| – | – | 0.15% | 128 |
|
|
2015
Q4 | $1.29M | Hold |
30,000
| – | – | 0.12% | 159 |
|
|
2015
Q3 | $1.53M | Hold |
30,000
| – | – | 0.17% | 124 |
|
|
2015
Q2 | $1.54M | Sell |
30,000
-12,472
| -29% | -$639K | 0.16% | 126 |
|
|
2015
Q1 | $2.52M | Buy |
+42,472
| New | +$2.52M | 0.27% | 73 |
|