Bartlett & Co Wealth Management’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
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2023
Q4 | $111K | Hold |
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2023
Q3 | $75.8K | Hold |
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2023
Q2 | $69.5K | Hold |
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2023
Q1 | $66.8K | Hold |
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2022
Q4 | $79.2K | Hold |
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2022
Q3 | $87K | Hold |
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2022
Q2 | $97.5K | Hold |
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2022
Q1 | $126K | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $125K | Hold |
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2021
Q2 | $134K | Hold |
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2021
Q1 | $133K | Hold |
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2020
Q4 | $114K | Buy |
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