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SFS
Sowell Financial Services’s
Burlington
BURL
Stock Holding History
Sowell Financial Services’s Portfolio
BURL Stock Details
BURL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-116
Closed
-$38K
–
834
2021
Q1
$38K
Sell
116
-431
-79%
-$117K
﹤0.01%
1769
2020
Q4
$143K
Sell
547
-246
-31%
-$54.8K
0.01%
998
2020
Q3
$163K
Buy
793
+437
+123%
+$85.1K
0.01%
799
2020
Q2
$70K
Buy
356
+31
+10%
+$5.84K
﹤0.01%
1076
2020
Q1
$51K
Sell
325
-10
-3%
-$2.1K
﹤0.01%
1051
2019
Q4
$76K
Buy
335
+215
+179%
+$44.9K
0.01%
990
2019
Q3
$24K
Buy
+120
New
+$22.1K
﹤0.01%
1214
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$2.9T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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