Bartlett & Co Wealth Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-33
Closed -$13.2K 1219
2022
Q2
$13.2K Buy
+33
New +$13.2K ﹤0.01% 814
2021
Q1
Sell
-8
Closed -$4.09K 1138
2020
Q4
$4.09K Buy
+8
New +$4.09K ﹤0.01% 822