TFC Financial 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 | $233 | Buy |
+1
| New | +$233 | ﹤0.01% | 761 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$233 | – | 989 |
|
|
2024
Q1 | $233 | Buy |
+1
| New | +$233 | ﹤0.01% | 716 |
|
|
2022
Q4 | – | Sell |
-53
| Closed | -$6K | – | 534 |
|
|
2022
Q3 | $6K | Sell |
53
-90
| -63% | -$10.2K | ﹤0.01% | 343 |
|
|
2022
Q2 | $19K | Hold |
143
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $26K | Hold |
143
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $42K | Buy |
143
+16
| +13% | +$4.7K | 0.01% | 224 |
|
|
2021
Q3 | $36K | Hold |
127
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $41K | Hold |
127
| – | – | 0.01% | 217 |
|
|
2021
Q1 | $38K | Hold |
127
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $33K | Hold |
127
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $26K | Buy |
+127
| New | +$26K | 0.01% | 218 |
|