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Spire Wealth Management’s Burlington BURL Stock Holding History

Spire Wealth Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$651 Hold
2
– – ﹤0.01% 2210
2025
Q4 		$578 Hold
2
– – ﹤0.01% 2270
2025
Q3 		$509 Buy
+2
New +$543 ﹤0.01% 2354
2025
Q1 		– Sell
-137
Closed -$39.1K – 2481
2024
Q4 		$39.1K Hold
137
– – ﹤0.01% 1377
2024
Q3 		$36.1K Hold
137
– – ﹤0.01% 1241
2024
Q2 		$32.9K Buy
137
+1
+0.7% +$206 ﹤0.01% 1258
2024
Q1 		$31.6K Hold
136
– – ﹤0.01% 1370
2023
Q4 		$26.5K Buy
136
+1
+0.7% +$149 ﹤0.01% 1434
2023
Q3 		$18.3K Hold
135
– – ﹤0.01% 1541
2023
Q2 		$21.2K Hold
135
– – ﹤0.01% 1571
2023
Q1 		$27.3K Buy
+135
New +$29.5K ﹤0.01% 1485
2022
Q4 		– Sell
-135
Closed -$15K – 2317
2022
Q3 		$15K Sell
135
-188
-58% -$27.4K ﹤0.01% 1430
2022
Q2 		$44K Sell
323
-135
-29% -$24.4K ﹤0.01% 1340
2022
Q1 		$83K Sell
458
-190
-29% -$41.6K ﹤0.01% 1233
2021
Q4 		$189K Buy
648
+141
+28% +$39.6K ﹤0.01% 1119
2021
Q3 		$144K Buy
507
+60
+13% +$19.2K ﹤0.01% 1050
2021
Q2 		$144K Sell
447
-42
-9% -$13.4K ﹤0.01% 1064
2021
Q1 		$146K Buy
+489
New +$133K ﹤0.01% 1207

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