Wealth Enhancement Advisory Services’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.4M	Buy	28,238 +19,661	+229%	+$6.02M	0.02%	665
2025 Q4	$2.67M	Buy	8,577 +3,346	+64%	+$908K	﹤0.01%	1353
2025 Q3	$1.36M	Buy	5,231 +217	+4%	+$58.9K	﹤0.01%	1674
2025 Q2	$1.24M	Sell	5,014 -467	-9%	-$111K	﹤0.01%	1626
2025 Q1	$1.31M	Sell	5,481 -644	-11%	-$167K	﹤0.01%	1470
2024 Q4	$1.75M	Sell	6,125 -607	-9%	-$164K	﹤0.01%	1249
2024 Q3	$1.77M	Buy	6,732 +3,421	+103%	+$885K	﹤0.01%	1118
2024 Q2	$795K	Buy	3,311 +789	+31%	+$162K	﹤0.01%	1383
2024 Q1	$586K	Buy	2,522 +1,434	+132%	+$293K	﹤0.01%	1485
2023 Q4	$212K	Buy	+1,088	New	+$162K	﹤0.01%	2061
2020 Q2	–	Sell	-7,059	Closed	-$1.32M	–	218
2020 Q1	$1.32M	Buy	+7,059	New	+$1.49M	0.05%	143
2018 Q4	–	Sell	-6,298	Closed	-$1.02M	–	168
2018 Q3	$1.02M	Buy	+6,298	New	+$1M	0.06%	113
2018 Q1	–	Sell	-12,717	Closed	-$1.6M	–	147
2017 Q4	$1.6M	Buy	+12,717	New	+$1.29M	0.11%	87
2017 Q2	–	Sell	-14,880	Closed	-$1.44M	–	144
2017 Q1	$1.44M	Buy	+14,880	New	+$1.32M	0.15%	70