Bartlett & Co Wealth Management’s Acadia Realty Trust AKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78K | Hold |
468
| – | – | ﹤0.01% | 933 |
|
|
2025
Q1 | $9.9K | Hold |
468
| – | – | ﹤0.01% | 911 |
|
|
2024
Q4 | $11.4K | Hold |
468
| – | – | ﹤0.01% | 895 |
|
|
2024
Q3 | $11.1K | Hold |
468
| – | – | ﹤0.01% | 902 |
|
|
2024
Q2 | $8.47K | Hold |
468
| – | – | ﹤0.01% | 935 |
|
|
2024
Q1 | $8.05K | Hold |
468
| – | – | ﹤0.01% | 936 |
|
|
2023
Q4 | $8.18K | Hold |
468
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q3 | $6.8K | Hold |
468
| – | – | ﹤0.01% | 968 |
|
|
2023
Q2 | $6.82K | Hold |
468
| – | – | ﹤0.01% | 960 |
|
|
2023
Q1 | $6.61K | Hold |
468
| – | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $6.8K | Hold |
468
| – | – | ﹤0.01% | 877 |
|
|
2022
Q3 | $5.99K | Hold |
468
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $7.39K | Hold |
468
| – | – | ﹤0.01% | 938 |
|
|
2022
Q1 | $10.2K | Buy |
+468
| New | +$10.2K | ﹤0.01% | 829 |
|
|
2021
Q4 | – | Sell |
-468
| Closed | -$9.62K | – | 420 |
|
|
2021
Q3 | $9.62K | Hold |
468
| – | – | ﹤0.01% | 703 |
|
|
2021
Q2 | $10.3K | Buy |
468
+167
| +55% | +$3.69K | ﹤0.01% | 684 |
|
|
2021
Q1 | $5.76K | Hold |
301
| – | – | ﹤0.01% | 779 |
|
|
2020
Q4 | $4.27K | Hold |
301
| – | – | ﹤0.01% | 815 |
|
|
2020
Q3 | $3.16K | Hold |
301
| – | – | ﹤0.01% | 764 |
|
|
2020
Q2 | $3.91K | Hold |
301
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $3.82K | Buy |
+301
| New | +$3.82K | ﹤0.01% | 740 |
|
|
2019
Q1 | – | Sell |
-490
| Closed | -$11.8K | – | 736 |
|
|
2018
Q4 | $11.8K | Hold |
490
| – | – | ﹤0.01% | 568 |
|
|
2018
Q3 | $13.9K | Hold |
490
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $13.5K | Hold |
490
| – | – | ﹤0.01% | 574 |
|
|
2018
Q1 | $12.2K | Buy |
+490
| New | +$12.2K | ﹤0.01% | 591 |
|