Bartlett & Co Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577 | Buy |
+1
| New | +$577 | ﹤0.01% | 1163 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$1.69K | – | 1166 |
|
|
2022
Q3 | $1.69K | Sell |
4
-6
| -60% | -$2.53K | ﹤0.01% | 1067 |
|
|
2022
Q2 | $4.12K | Buy |
+10
| New | +$4.12K | ﹤0.01% | 1061 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$533 | – | 1022 |
|
|
2021
Q2 | $533 | Hold |
1
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q1 | $419 | Hold |
1
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q4 | $447 | Buy |
+1
| New | +$447 | ﹤0.01% | 1164 |
|