True Wealth Design’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.7K | Buy |
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|
2025
Q2 | $1.86K | Sell |
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|
2025
Q1 | $2.62K | Buy |
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|
2024
Q4 | $2.28K | Sell |
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|
2024
Q3 | $6.06K | Buy |
|
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|
2024
Q2 | $1.44K | Buy |
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|
2024
Q1 | $465 | Buy |
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|
2023
Q4 | $195 | Hold |
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|
2023
Q3 | $136 | Hold |
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|
2023
Q2 | $158 | Hold |
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|
2023
Q1 | $203 | Hold |
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|
2022
Q4 | $203 | Buy |
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