PWA

Phoenix Wealth Advisors’s Burlington BURL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,776	Closed	-$518K	–	98
2021 Q4	$518K	Sell	1,776 -294	-14%	-$85.8K	0.39%	60
2021 Q3	$587K	Buy	2,070 +41	+2%	+$11.6K	0.44%	60
2021 Q2	$679K	Buy	+2,029	New	+$679K	0.49%	59