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GeoWealth Management’s Burlington BURL Stock Holding History

GeoWealth Management’s Portfolio BURL Stock Details BURL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-240
Closed -$68.4K – 1158
2024
Q4 		$68.4K Sell
240
-91
-27% -$25.9K ﹤0.01% 1058
2024
Q3 		$87.2K Buy
+331
New +$87.2K ﹤0.01% 921