Bartlett & Co Wealth Management’s Ennis EBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.1K | Hold |
2,871
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $57.7K | Hold |
2,871
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $60.5K | Hold |
2,871
| – | – | ﹤0.01% | 608 |
|
|
2024
Q3 | $69.8K | Hold |
2,871
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $62.8K | Hold |
2,871
| – | – | ﹤0.01% | 618 |
|
|
2024
Q1 | $58.9K | Hold |
2,871
| – | – | ﹤0.01% | 637 |
|
|
2023
Q4 | $63.1K | Hold |
2,871
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $60.9K | Hold |
2,871
| – | – | ﹤0.01% | 626 |
|
|
2023
Q2 | $58.5K | Hold |
2,871
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $60.5K | Hold |
2,871
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $63.6K | Hold |
2,871
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $57.8K | Hold |
2,871
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $58.1K | Hold |
2,871
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $53K | Buy |
+2,871
| New | +$53K | ﹤0.01% | 577 |
|
|
2021
Q4 | – | Sell |
-2,871
| Closed | -$54.1K | – | 525 |
|
|
2021
Q3 | $54.1K | Hold |
2,871
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $61.8K | Hold |
2,871
| – | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $61.3K | Hold |
2,871
| – | – | ﹤0.01% | 503 |
|
|
2020
Q4 | $51.2K | Sell |
2,871
-1,200
| -29% | -$21.4K | ﹤0.01% | 524 |
|
|
2020
Q3 | $71K | Hold |
4,071
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $73.8K | Hold |
4,071
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $76.5K | Hold |
4,071
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $88.1K | Sell |
4,071
-960
| -19% | -$20.8K | ﹤0.01% | 422 |
|
|
2019
Q3 | $102K | Hold |
5,031
| – | – | ﹤0.01% | 396 |
|
|
2019
Q2 | $103K | Hold |
5,031
| – | – | ﹤0.01% | 326 |
|
|
2019
Q1 | $104K | Sell |
5,031
-3,531
| -41% | -$73.3K | ﹤0.01% | 316 |
|
|
2018
Q4 | $165K | Hold |
8,562
| – | – | 0.01% | 263 |
|
|
2018
Q3 | $175K | Hold |
8,562
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $174K | Hold |
8,562
| – | – | 0.01% | 261 |
|
|
2018
Q1 | $169K | Buy |
+8,562
| New | +$169K | 0.01% | 264 |
|