Bartlett & Co Wealth Management’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Hold |
869
| – | – | ﹤0.01% | 818 |
|
|
2025
Q1 | $16.6K | Hold |
869
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $17.6K | Hold |
869
| – | – | ﹤0.01% | 826 |
|
|
2024
Q3 | $18K | Hold |
869
| – | – | ﹤0.01% | 831 |
|
|
2024
Q2 | $16.1K | Hold |
869
| – | – | ﹤0.01% | 847 |
|
|
2024
Q1 | $16.8K | Hold |
869
| – | – | ﹤0.01% | 844 |
|
|
2023
Q4 | $17.3K | Sell |
869
-284
| -25% | -$5.66K | ﹤0.01% | 907 |
|
|
2023
Q3 | $21.2K | Hold |
1,153
| – | – | ﹤0.01% | 815 |
|
|
2023
Q2 | $22.8K | Buy |
+1,153
| New | +$22.8K | ﹤0.01% | 799 |
|