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Valued Wealth Advisors’s Burlington BURL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$698 Sell
3
-3
-50% -$698 ﹤0.01% 486
2025
Q1
$1.43K Sell
6
-9
-60% -$2.15K ﹤0.01% 442
2024
Q4
$4.28K Buy
15
+12
+400% +$3.42K ﹤0.01% 320
2024
Q3
$791 Hold
3
﹤0.01% 484
2024
Q2
$720 Buy
3
+1
+50% +$240 ﹤0.01% 471
2024
Q1
$465 Sell
2
-1
-33% -$233 ﹤0.01% 499
2023
Q4
$406 Buy
+3
New +$406 ﹤0.01% 448