Capital Wealth Planning’s Burlington BURL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-905
Closed -$258K 143
2024
Q4
$258K Sell
905
-541
-37% -$154K ﹤0.01% 125
2024
Q3
$381K Buy
+1,446
New +$381K ﹤0.01% 118