Bartlett & Co Wealth Management’s Formidable Fortress ETF KONG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,372	Closed	-$174K	–	1082
2022 Q4	$174K	Buy	7,372 +309	+4%	+$7.3K	﹤0.01%	404
2022 Q3	$155K	Buy	+7,063	New	+$155K	﹤0.01%	404