DWM
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Dogwood Wealth Management’s Burlington BURL Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$4.12K Buy
+13
New +$4.19K ﹤0.01% 541
2024
Q3 		– Hold
0
– – – 438
2024
Q2 		– Hold
0
– – – 466
2024
Q1 		– Hold
0
– – – 571
2023
Q4 		– Hold
0
– – – 528

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