Bartlett & Co Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
5,000
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $146K | Buy |
+5,000
| New | +$146K | ﹤0.01% | 483 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$34.5K | – | 1134 |
|
|
2024
Q3 | $34.5K | Sell |
1,000
-1,787
| -64% | -$61.6K | ﹤0.01% | 721 |
|
|
2024
Q2 | $82.5K | Hold |
2,787
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $79.2K | Hold |
2,787
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $79.5K | Hold |
2,787
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $59.1K | Hold |
2,787
| – | – | ﹤0.01% | 633 |
|
|
2023
Q2 | $69.7K | Hold |
2,787
| – | – | ﹤0.01% | 604 |
|
|
2023
Q1 | $80.8K | Hold |
2,787
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $81.8K | Hold |
2,787
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $83.4K | Hold |
2,787
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $106K | Hold |
2,787
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $132K | Buy |
+2,787
| New | +$132K | ﹤0.01% | 438 |
|
|
2021
Q4 | – | Sell |
-2,787
| Closed | -$150K | – | 593 |
|
|
2021
Q3 | $150K | Buy |
2,787
+1,787
| +179% | +$96.2K | ﹤0.01% | 356 |
|
|
2021
Q2 | $56.2K | Hold |
1,000
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $56.1K | Hold |
1,000
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $63.8K | Hold |
1,000
| – | – | ﹤0.01% | 494 |
|
|
2020
Q3 | $42.3K | Hold |
1,000
| – | – | ﹤0.01% | 518 |
|
|
2020
Q2 | $28.5K | Buy |
+1,000
| New | +$28.5K | ﹤0.01% | 566 |
|