Venturi 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 |
-268
| Closed | -$76.4K | – | 742 |
|
|
2024
Q4 | $76.4K | Buy |
268
+159
| +146% | +$45.3K | ﹤0.01% | 875 |
|
|
2024
Q3 | $28.7K | Buy |
109
+16
| +17% | +$4.22K | ﹤0.01% | 924 |
|
|
2024
Q2 | $22.3K | Sell |
93
-14
| -13% | -$3.36K | ﹤0.01% | 908 |
|
|
2024
Q1 | $24.8K | Buy |
107
+22
| +26% | +$5.11K | ﹤0.01% | 674 |
|
|
2023
Q4 | $16.5K | Buy |
+85
| New | +$16.5K | ﹤0.01% | 752 |
|