BCWM
CNAV

Bartlett & Co Wealth Management’s Mohr Company Nav ETF CNAV Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CNAV Stock Details CNAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$818 – 1348
2025
Q1 		$818 Buy
+36
New +$818 ﹤0.01% 1127