Bogart Wealth LLC’s Burlington BURL Stock Holding History

Bogart Wealth LLC’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$509	Hold
2025 Q2	$465	Buy
2022 Q1	–	Sell
2021 Q4	$4K	Hold
2021 Q3	$4K	Buy