Bartlett & Co Wealth Management
IPDN icon

Bartlett & Co Wealth Management’s Professional Diversity Network IPDN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IPDN Stock Details IPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– -$555 – 1169
2023
Q1 		– Hold
0
– – – 1028
2022
Q4 		– Hold
0
– – – 1082
2022
Q3 		– Hold
0
– – – 1163
2022
Q2 		– Hold
0
– – – 1287
2022
Q1 		– Hold
0
– – – 1051

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