Wealth Enhancement Advisory Services’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
5,014
-467
| -9% | -$116K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $1.31M | Sell |
5,481
-644
| -11% | -$153K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $1.75M | Sell |
6,125
-607
| -9% | -$173K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $1.77M | Buy |
6,732
+3,421
| +103% | +$901K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $795K | Buy |
3,311
+789
| +31% | +$189K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $586K | Buy |
2,522
+1,434
| +132% | +$333K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $212K | Buy |
+1,088
| New | +$212K | ﹤0.01% | 2057 |
|
|
2020
Q2 | – | Sell |
-7,059
| Closed | -$1.32M | – | 217 |
|
|
2020
Q1 | $1.32M | Buy |
+7,059
| New | +$1.32M | 0.05% | 143 |
|
|
2018
Q4 | – | Sell |
-6,298
| Closed | -$1.02M | – | 167 |
|
|
2018
Q3 | $1.02M | Buy |
+6,298
| New | +$1.02M | 0.06% | 113 |
|
|
2018
Q1 | – | Sell |
-12,717
| Closed | -$1.6M | – | 147 |
|
|
2017
Q4 | $1.6M | Buy |
+12,717
| New | +$1.6M | 0.11% | 87 |
|
|
2017
Q2 | – | Sell |
-14,880
| Closed | -$1.44M | – | 144 |
|
|
2017
Q1 | $1.44M | Buy |
+14,880
| New | +$1.44M | 0.15% | 70 |
|