BCWM
Bartlett & Co Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
8,700
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $288K | Sell |
8,700
-1,000
| -10% | -$33.1K | ﹤0.01% | 402 |
|
|
2024
Q4 | $372K | Hold |
9,700
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $324K | Hold |
9,700
| – | – | ﹤0.01% | 391 |
|
|
2024
Q2 | $286K | Sell |
9,700
-1,000
| -9% | -$29.5K | ﹤0.01% | 405 |
|
|
2024
Q1 | $306K | Sell |
10,700
-1,000
| -9% | -$28.6K | ﹤0.01% | 401 |
|
|
2023
Q4 | $359K | Sell |
11,700
-5,250
| -31% | -$161K | 0.01% | 392 |
|
|
2023
Q3 | $457K | Hold |
16,950
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $468K | Buy |
+16,950
| New | +$468K | 0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$316 | – | 859 |
|
|
2019
Q4 | $316 | Hold |
25
| – | – | ﹤0.01% | 845 |
|
|
2019
Q3 | $262 | Buy |
+25
| New | +$262 | ﹤0.01% | 858 |
|