Bartlett & Co Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9K | Buy |
+114
| New | +$3.9K | ﹤0.01% | 1029 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$56.6K | – | 1141 |
|
|
2024
Q1 | $56.6K | Hold |
2,000
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $51.7K | Hold |
2,000
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $48.4K | Hold |
2,000
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $58.8K | Hold |
2,000
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $53.6K | Hold |
2,000
| – | – | ﹤0.01% | 562 |
|
|
2022
Q4 | $62.3K | Hold |
2,000
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $48.8K | Hold |
2,000
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $50.3K | Hold |
2,000
| – | – | ﹤0.01% | 568 |
|
|
2022
Q1 | $58.1K | Buy |
+2,000
| New | +$58.1K | ﹤0.01% | 563 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$47.3K | – | 465 |
|
|
2021
Q3 | $47.3K | Hold |
2,000
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $51.1K | Hold |
2,000
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $45.9K | Hold |
2,000
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $36.1K | Hold |
2,000
| – | – | ﹤0.01% | 583 |
|
|
2020
Q3 | $34.7K | Hold |
2,000
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $41.5K | Hold |
2,000
| – | – | ﹤0.01% | 525 |
|
|
2020
Q1 | $28.1K | Hold |
2,000
| – | – | ﹤0.01% | 539 |
|
|
2019
Q4 | $33.6K | Hold |
2,000
| – | – | ﹤0.01% | 589 |
|
|
2019
Q3 | $33.1K | Buy |
+2,000
| New | +$33.1K | ﹤0.01% | 591 |
|