AWE
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Avidian Wealth Enterprises’s Burlington BURL Stock Holding History

Avidian Wealth Enterprises’s Portfolio BURL Stock Details BURL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,348
Closed -$956K – 107
2018
Q2 		$956K Buy
6,348
+1,400
+28% +$211K 0.3% 34
2018
Q1 		$659K Buy
4,948
+1,081
+28% +$144K 0.22% 38
2017
Q4 		$476 Buy
+3,867
New +$476 0.13% 48