Bartlett & Co Wealth Management’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$18.9K | – | 1198 |
|
|
2023
Q4 | $18.9K | Buy |
1,000
+800
| +400% | +$15.1K | ﹤0.01% | 893 |
|
|
2023
Q3 | $3.16K | Sell |
200
-200
| -50% | -$3.16K | ﹤0.01% | 1041 |
|
|
2023
Q2 | $7.06K | Hold |
400
| – | – | ﹤0.01% | 956 |
|
|
2023
Q1 | $7.31K | Sell |
400
-1,600
| -80% | -$29.2K | ﹤0.01% | 851 |
|
|
2022
Q4 | $32.9K | Buy |
2,000
+1,284
| +179% | +$21.1K | ﹤0.01% | 644 |
|
|
2022
Q3 | $13.6K | Buy |
716
+500
| +231% | +$9.53K | ﹤0.01% | 772 |
|
|
2022
Q2 | $4.2K | Buy |
216
+200
| +1,250% | +$3.88K | ﹤0.01% | 1057 |
|
|
2022
Q1 | $381 | Buy |
+16
| New | +$381 | ﹤0.01% | 1052 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$9.92K | – | 771 |
|
|
2021
Q3 | $9.92K | Buy |
400
+373
| +1,381% | +$9.25K | ﹤0.01% | 698 |
|
|
2021
Q2 | $810 | Hold |
27
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $763 | Sell |
27
-33
| -55% | -$933 | ﹤0.01% | 1015 |
|
|
2020
Q4 | $1.28K | Hold |
60
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q3 | $660 | Hold |
60
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $703 | Sell |
60
-77
| -56% | -$902 | ﹤0.01% | 822 |
|
|
2020
Q1 | $663 | Sell |
137
-278
| -67% | -$1.35K | ﹤0.01% | 812 |
|
|
2019
Q4 | $4.95K | Sell |
415
-54
| -12% | -$644 | ﹤0.01% | 766 |
|
|
2019
Q3 | $6.73K | Buy |
469
+93
| +25% | +$1.34K | ﹤0.01% | 761 |
|
|
2019
Q2 | $8.24K | Sell |
376
-601
| -62% | -$13.2K | ﹤0.01% | 599 |
|
|
2019
Q1 | $18.8K | Sell |
977
-602
| -38% | -$11.6K | ﹤0.01% | 523 |
|
|
2018
Q4 | $32.4K | Buy |
+1,579
| New | +$32.4K | ﹤0.01% | 467 |
|