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Burling Wealth Partners’s Broadridge BR Stock Holding History

Burling Wealth Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Sell
4,893
-1,420
-22% -$345K 0.22% 89
2025
Q1 		$1.53M Sell
6,313
-435
-6% -$105K 0.32% 73
2024
Q4 		$1.53M Buy
+6,748
New +$1.53M 0.31% 77