Bartlett & Co Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Sell |
345
-8
| -2% | -$715 | ﹤0.01% | 739 |
|
|
2025
Q1 | $26.8K | Sell |
353
-31
| -8% | -$2.35K | ﹤0.01% | 771 |
|
|
2024
Q4 | $29.7K | Hold |
384
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $28K | Buy |
384
+198
| +106% | +$14.5K | ﹤0.01% | 757 |
|
|
2024
Q2 | $11.2K | Sell |
186
-5
| -3% | -$301 | ﹤0.01% | 908 |
|
|
2024
Q1 | $12.1K | Sell |
191
-210
| -52% | -$13.3K | ﹤0.01% | 891 |
|
|
2023
Q4 | $23.4K | Buy |
+401
| New | +$23.4K | ﹤0.01% | 855 |
|