BCWM
DNB
Bartlett & Co Wealth Management’s Dun & Bradstreet DNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-401
| Closed | -$57.2K | – | 770 |
|
|
2018
Q4 | $57.2K | Hold |
401
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $57.1K | Buy |
401
+25
| +7% | +$3.56K | ﹤0.01% | 417 |
|
|
2018
Q2 | $46.1K | Hold |
376
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $44K | Buy |
+376
| New | +$44K | ﹤0.01% | 444 |
|