Bartlett & Co Wealth Management’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-56
| Closed | -$1.06K | – | 443 |
|
|
2021
Q3 | $1.06K | Hold |
56
| – | – | ﹤0.01% | 912 |
|
|
2021
Q2 | $1.06K | Hold |
56
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $928 | Hold |
56
| – | – | ﹤0.01% | 987 |
|
|
2020
Q4 | $881 | Hold |
56
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q3 | $696 | Hold |
56
| – | – | ﹤0.01% | 819 |
|
|
2020
Q2 | $713 | Hold |
56
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $588 | Hold |
56
| – | – | ﹤0.01% | 815 |
|
|
2019
Q4 | $954 | Hold |
56
| – | – | ﹤0.01% | 832 |
|
|
2019
Q3 | $908 | Hold |
56
| – | – | ﹤0.01% | 845 |
|
|
2019
Q2 | $885 | Hold |
56
| – | – | ﹤0.01% | 707 |
|
|
2019
Q1 | $914 | Hold |
56
| – | – | ﹤0.01% | 687 |
|
|
2018
Q4 | $702 | Hold |
56
| – | – | ﹤0.01% | 667 |
|
|
2018
Q3 | $1.06K | Hold |
56
| – | – | ﹤0.01% | 676 |
|
|
2018
Q2 | $884 | Hold |
56
| – | – | ﹤0.01% | 678 |
|
|
2018
Q1 | $1.3K | Buy |
+56
| New | +$1.3K | ﹤0.01% | 710 |
|