BCWM
Bartlett & Co Wealth Management’s EIDP, Inc. Preferred Stock $4.50 Series CTA.PRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$20.8K | – | 1149 |
|
|
2023
Q4 | $20.8K | Hold |
300
| – | – | ﹤0.01% | 877 |
|
|
2023
Q3 | $22.7K | Hold |
300
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $28.1K | Sell |
300
-192
| -39% | -$18K | ﹤0.01% | 657 |
|
|
2022
Q4 | $38.4K | Hold |
492
| – | – | ﹤0.01% | 617 |
|
|
2022
Q3 | $50.5K | Hold |
492
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $55.6K | Hold |
492
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $48.4K | Buy |
+492
| New | +$48.4K | ﹤0.01% | 588 |
|