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Regent Peak Wealth Advisors’s Burlington BURL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$3K – 265
2020
Q4 		$3K Buy
+11
New +$3K ﹤0.01% 731