Bartlett & Co Wealth Management’s MSCI MSCI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.84K	Buy
2025 Q2	$577	Buy
2022 Q4	–	Sell
2022 Q3	$1.69K	Sell
2022 Q2	$4.12K	Buy
2021 Q3	–	Sell
2021 Q2	$533	Hold
2021 Q1	$419	Hold
2020 Q4	$447	Buy