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Trek Financial’s Burlington BURL Stock Holding History

Trek Financial’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-899
Closed -$237K – 411
2024
Q3 		$237K Buy
+899
New +$237K 0.02% 349