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Burling Wealth Partners’s Nasdaq NDAQ Stock Holding History

Burling Wealth Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.29M Buy
25,659
+4,294
+20% +$384K 0.42% 65
2025
Q1 		$1.62M Buy
21,365
+4,664
+28% +$354K 0.34% 70
2024
Q4 		$1.29M Buy
+16,701
New +$1.29M 0.26% 86