Bartlett & Co Wealth Management’s Iteris, Inc. ITI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34,355
| Closed | -$245K | – | 1162 |
|
|
2024
Q3 | $245K | Hold |
34,355
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $149K | Sell |
34,355
-6,461
| -16% | -$28K | ﹤0.01% | 478 |
|
|
2024
Q1 | $202K | Hold |
40,816
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $217K | Sell |
40,816
-6,350
| -13% | -$33.7K | ﹤0.01% | 462 |
|
|
2023
Q3 | $195K | Buy |
47,166
+1,800
| +4% | +$7.45K | ﹤0.01% | 449 |
|
|
2023
Q2 | $180K | Hold |
45,366
| – | – | ﹤0.01% | 468 |
|
|
2023
Q1 | $213K | Hold |
45,366
| – | – | ﹤0.01% | 374 |
|
|
2022
Q4 | $141K | Hold |
45,366
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $135K | Hold |
45,366
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $131K | Hold |
45,366
| – | – | ﹤0.01% | 422 |
|
|
2022
Q1 | $135K | Hold |
45,366
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $181K | Buy |
+45,366
| New | +$181K | ﹤0.01% | 396 |
|