BCWM
Bartlett & Co Wealth Management’s Janus Henderson JHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-144
| Closed | -$3.84K | – | 1170 |
|
|
2023
Q1 | $3.84K | Hold |
144
| – | – | ﹤0.01% | 930 |
|
|
2022
Q4 | $3.39K | Hold |
144
| – | – | ﹤0.01% | 969 |
|
|
2022
Q3 | $2.93K | Hold |
144
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q2 | $3.39K | Hold |
144
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q1 | $5.04K | Buy |
+144
| New | +$5.04K | ﹤0.01% | 916 |
|
|
2021
Q4 | – | Sell |
-144
| Closed | -$5.95K | – | 650 |
|
|
2021
Q3 | $5.95K | Hold |
144
| – | – | ﹤0.01% | 753 |
|
|
2021
Q2 | $5.59K | Hold |
144
| – | – | ﹤0.01% | 745 |
|
|
2021
Q1 | $4.49K | Hold |
144
| – | – | ﹤0.01% | 799 |
|
|
2020
Q4 | $4.68K | Hold |
144
| – | – | ﹤0.01% | 799 |
|
|
2020
Q3 | $3.13K | Hold |
144
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $3.05K | Hold |
144
| – | – | ﹤0.01% | 764 |
|
|
2020
Q1 | $2.21K | Sell |
144
-1,849
| -93% | -$28.3K | ﹤0.01% | 772 |
|
|
2019
Q4 | $48.7K | Hold |
1,993
| – | – | ﹤0.01% | 538 |
|
|
2019
Q3 | $44.8K | Buy |
1,993
+144
| +8% | +$3.23K | ﹤0.01% | 550 |
|
|
2019
Q2 | $39.6K | Sell |
1,849
-1,048
| -36% | -$22.4K | ﹤0.01% | 468 |
|
|
2019
Q1 | $72.4K | Hold |
2,897
| – | – | ﹤0.01% | 362 |
|
|
2018
Q4 | $60K | Hold |
2,897
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $78.1K | Hold |
2,897
| – | – | ﹤0.01% | 360 |
|
|
2018
Q2 | $89K | Hold |
2,897
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $95.9K | Buy |
+2,897
| New | +$95.9K | ﹤0.01% | 330 |
|