BCWM
CCUR

Bartlett & Co Wealth Management’s CCUR Holdings, Inc. Common Stock CCUR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CCUR Stock Details CCUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-55
Closed -$182 – 773
2018
Q4 		$182 Hold
55
– – ﹤0.01% 678
2018
Q3 		$267 Hold
55
– – ﹤0.01% 688
2018
Q2 		$293 Hold
55
– – ﹤0.01% 687
2018
Q1 		$264 Buy
+55
New +$307 ﹤0.01% 733

Other funds holding CCUR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return