GSWM
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Golden State Wealth Management’s Burlington BURL Stock Holding History

Golden State Wealth Management’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 		$24.2K Hold
104
– – ﹤0.01% 836
2025
Q1 		$24.8K Buy
104
+75
+259% +$17.9K ﹤0.01% 752
2024
Q4 		$8.27K Buy
+29
New +$8.27K ﹤0.01% 1006