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Optimize Financial’s Burlington BURL Stock Holding History

Optimize Financial’s Portfolio BURL Stock Details BURL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$696K Sell
2,990
-20
-0.7% -$4.65K 0.43% 66
2025
Q1 		$717K Buy
3,010
+974
+48% +$232K 0.52% 51
2024
Q4 		$580K Buy
+2,036
New +$580K 0.44% 60