V
ViaWealth’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Hold |
3,281
| – | – | 0.45% | 65 |
|
|
2025
Q1 | $782K | Hold |
3,281
| – | – | 0.48% | 64 |
|
|
2024
Q4 | $935K | Hold |
3,281
| – | – | 0.56% | 51 |
|
|
2024
Q3 | $864K | Hold |
3,281
| – | – | 0.5% | 63 |
|
|
2024
Q2 | $787K | Hold |
3,281
| – | – | 0.49% | 65 |
|
|
2024
Q1 | $762K | Hold |
3,281
| – | – | 0.48% | 68 |
|
|
2023
Q4 | $638K | Hold |
3,281
| – | – | 0.44% | 79 |
|
|
2023
Q3 | $444K | Sell |
3,281
-1,766
| -35% | -$239K | 0.33% | 100 |
|
|
2023
Q2 | $794K | Sell |
5,047
-2,000
| -28% | -$315K | 0.59% | 54 |
|
|
2023
Q1 | $1.42M | Hold |
7,047
| – | – | 1.13% | 22 |
|
|
2022
Q4 | $1.56M | Buy |
+7,047
| New | +$1.56M | 1.28% | 20 |
|