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Forum Financial Management’s Burlington BURL Stock Holding History

Forum Financial Management’s Portfolio BURL Stock Details BURL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$220K Sell
946
-47
-5% -$10.9K ﹤0.01% 852
2025
Q1 		$237K Buy
993
+2
+0.2% +$477 ﹤0.01% 720
2024
Q4 		$282K Buy
+991
New +$282K ﹤0.01% 652