Focus Partners Wealth
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Focus Partners Wealth’s Burlington BURL Stock Holding History

Focus Partners Wealth’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,222
Closed -$291K – 2035
2025
Q1 		$291K Sell
1,222
-369
-23% -$87.9K ﹤0.01% 1573
2024
Q4 		$454K Buy
1,591
+349
+28% +$99.5K ﹤0.01% 1362
2024
Q3 		$327K Buy
+1,242
New +$327K ﹤0.01% 1281