BCWM
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Bartlett & Co Wealth Management’s ePlus PLUS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed -$1.58K – 1171
2020
Q4 		$1.58K Buy
+36
New +$1.58K ﹤0.01% 957