Bartlett & Co Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$7.69K | – | 1217 |
|
|
2022
Q2 | $7.69K | Buy |
+20
| New | +$7.69K | ﹤0.01% | 931 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1.01K | – | 985 |
|
|
2021
Q2 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 954 |
|
|
2021
Q1 | $926 | Hold |
3
| – | – | ﹤0.01% | 988 |
|
|
2020
Q4 | $998 | Buy |
+3
| New | +$998 | ﹤0.01% | 1046 |
|