Spire Wealth Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$240 | ﹤0.01% | 1258 |
|
|
2024
Q1 | $31.6K | Hold |
136
| – | – | ﹤0.01% | 1370 |
|
|
2023
Q4 | $26.5K | Buy |
136
+1
| +0.7% | +$195 | ﹤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 | +$27.3K | ﹤0.01% | 1485 |
|
|
2022
Q4 | – | Sell |
-135
| Closed | -$15K | – | 2317 |
|
|
2022
Q3 | $15K | Sell |
135
-188
| -58% | -$20.9K | ﹤0.01% | 1429 |
|
|
2022
Q2 | $44K | Sell |
323
-135
| -29% | -$18.4K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $83K | Sell |
458
-190
| -29% | -$34.4K | ﹤0.01% | 1233 |
|
|
2021
Q4 | $189K | Buy |
648
+141
| +28% | +$41.1K | ﹤0.01% | 1119 |
|
|
2021
Q3 | $144K | Buy |
507
+60
| +13% | +$17K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $144K | Sell |
447
-42
| -9% | -$13.5K | ﹤0.01% | 1064 |
|
|
2021
Q1 | $146K | Buy |
+489
| New | +$146K | ﹤0.01% | 1207 |
|