Bartlett & Co Wealth Management’s Formidable ETF FORH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,622
Closed -$61.3K 1076
2022
Q4
$61.3K Buy
2,622
+167
+7% +$3.9K ﹤0.01% 553
2022
Q3
$56.4K Buy
+2,455
New +$56.4K ﹤0.01% 549