BCWM
KCLI
Bartlett & Co Wealth Management’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$111K | – | 1238 |
|
|
2023
Q4 | $111K | Hold |
3,000
| – | – | ﹤0.01% | 558 |
|
|
2023
Q3 | $75.8K | Hold |
3,000
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $69.5K | Hold |
3,000
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $66.8K | Hold |
3,000
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $79.2K | Hold |
3,000
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $87K | Hold |
3,000
| – | – | ﹤0.01% | 475 |
|
|
2022
Q2 | $97.5K | Hold |
3,000
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $126K | Buy |
+3,000
| New | +$126K | ﹤0.01% | 445 |
|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$125K | – | 954 |
|
|
2021
Q3 | $125K | Hold |
3,000
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $134K | Hold |
3,000
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $133K | Hold |
3,000
| – | – | ﹤0.01% | 374 |
|
|
2020
Q4 | $114K | Buy |
+3,000
| New | +$114K | ﹤0.01% | 393 |
|