Bartlett & Co Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29K | Hold |
150
| – | – | ﹤0.01% | 937 |
|
|
2025
Q1 | $8.08K | Sell |
150
-370
| -71% | -$19.9K | ﹤0.01% | 931 |
|
|
2024
Q4 | $33.6K | Hold |
520
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $43.6K | Hold |
520
| – | – | ﹤0.01% | 679 |
|
|
2024
Q2 | $37.8K | Hold |
520
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $50.2K | Hold |
520
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $51.2K | Hold |
520
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $41.1K | Hold |
520
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $45.1K | Buy |
520
+370
| +247% | +$32.1K | ﹤0.01% | 689 |
|
|
2023
Q1 | $12.3K | Hold |
150
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $10.8K | Hold |
150
| – | – | ﹤0.01% | 816 |
|
|
2022
Q3 | $9.82K | Hold |
150
| – | – | ﹤0.01% | 827 |
|
|
2022
Q2 | $9.81K | Hold |
150
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $12.1K | Buy |
+150
| New | +$12.1K | ﹤0.01% | 804 |
|
|
2021
Q4 | – | Sell |
-37
| Closed | -$3.53K | – | 445 |
|
|
2021
Q3 | $3.53K | Buy |
+37
| New | +$3.53K | ﹤0.01% | 804 |
|