Bartlett & Co Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $499K | Sell |
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|
2025
Q2 | $434K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $468K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $316 | Hold |
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|
2019
Q3 | $262 | Buy |
|