Bartlett & Co Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-99
| Closed | -$1.25K | – | 980 |
|
|
2021
Q2 | $1.25K | Sell |
99
-6,450
| -98% | -$81.1K | ﹤0.01% | 920 |
|
|
2021
Q1 | $86.4K | Hold |
6,549
| – | – | ﹤0.01% | 445 |
|
|
2020
Q4 | $78.3K | Buy |
6,549
+6,309
| +2,629% | +$75.4K | ﹤0.01% | 459 |
|
|
2020
Q3 | $2.61K | Hold |
240
| – | – | ﹤0.01% | 779 |
|
|
2020
Q2 | $2.23K | Hold |
240
| – | – | ﹤0.01% | 785 |
|
|
2020
Q1 | $1.94K | Sell |
240
-50
| -17% | -$405 | ﹤0.01% | 782 |
|
|
2019
Q4 | $2.55K | Hold |
290
| – | – | ﹤0.01% | 806 |
|
|
2019
Q3 | $2.31K | Buy |
290
+240
| +480% | +$1.92K | ﹤0.01% | 819 |
|
|
2019
Q2 | $475 | Hold |
50
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $459 | Hold |
50
| – | – | ﹤0.01% | 711 |
|
|
2018
Q4 | $443 | Hold |
50
| – | – | ﹤0.01% | 669 |
|
|
2018
Q3 | $440 | Hold |
50
| – | – | ﹤0.01% | 683 |
|
|
2018
Q2 | $384 | Hold |
50
| – | – | ﹤0.01% | 685 |
|
|
2018
Q1 | $320 | Buy |
+50
| New | +$320 | ﹤0.01% | 728 |
|