Valued Wealth Advisors’s Burlington BURL Stock Holding History

Valued Wealth Advisors’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
2025 Q2	$698	Sell
2025 Q1	$1.43K	Sell
2024 Q4	$4.28K	Buy
2024 Q3	$791	Hold
2024 Q2	$720	Buy
2024 Q1	$465	Sell
2023 Q4	$406	Buy