BCWM
DTF

Bartlett & Co Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,000
Closed -$26.7K – 719
2018
Q2 		$26.7K Hold
2,000
– – ﹤0.01% 498
2018
Q1 		$26.6K Buy
+2,000
New +$26.6K ﹤0.01% 499