FDW
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Fourth Dimension Wealth’s Burlington BURL Stock Holding History

Fourth Dimension 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
-505
Closed -$120K – 608
2025
Q1 		$120K Sell
505
-25
-5% -$5.96K 0.06% 145
2024
Q4 		$151K Buy
+530
New +$151K 0.08% 121