Bartlett & Co Wealth Management’s LEARNING TREE INTL INC LTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,340
| Closed | -$3.07K | – | 1239 |
|
|
2023
Q4 | $3.07K | Hold |
15,340
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q3 | $3.07K | Hold |
15,340
| – | – | ﹤0.01% | 1042 |
|
|
2023
Q2 | $5.52K | Hold |
15,340
| – | – | ﹤0.01% | 976 |
|
|
2023
Q1 | $16.1K | Hold |
15,340
| – | – | ﹤0.01% | 751 |
|
|
2022
Q4 | $16.1K | Hold |
15,340
| – | – | ﹤0.01% | 759 |
|
|
2022
Q3 | $19.2K | Hold |
15,340
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $19.2K | Hold |
15,340
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $19.2K | Hold |
15,340
| – | – | ﹤0.01% | 737 |
|
|
2021
Q4 | $19.2K | Hold |
15,340
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $12.9K | Hold |
15,340
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $10.9K | Hold |
15,340
| – | – | ﹤0.01% | 679 |
|
|
2021
Q1 | $11.5K | Hold |
15,340
| – | – | ﹤0.01% | 715 |
|
|
2020
Q4 | $6.17K | Hold |
15,340
| – | – | ﹤0.01% | 775 |
|
|
2020
Q3 | $5.45K | Hold |
15,340
| – | – | ﹤0.01% | 731 |
|
|
2020
Q2 | $6.9K | Hold |
15,340
| – | – | ﹤0.01% | 707 |
|
|
2020
Q1 | $9.2K | Hold |
15,340
| – | – | ﹤0.01% | 667 |
|
|
2019
Q4 | $10K | Hold |
15,340
| – | – | ﹤0.01% | 728 |
|
|
2019
Q3 | $6.6K | Hold |
15,340
| – | – | ﹤0.01% | 762 |
|
|
2019
Q2 | $10.4K | Hold |
15,340
| – | – | ﹤0.01% | 585 |
|
|
2019
Q1 | $4.45K | Hold |
15,340
| – | – | ﹤0.01% | 617 |
|
|
2018
Q4 | $3.84K | Buy |
+15,340
| New | +$3.84K | ﹤0.01% | 637 |
|