Bartlett & Co Wealth Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-287
| Closed | -$26.7K | – | 1241 |
|
|
2023
Q4 | $26.7K | Sell |
287
-56
| -16% | -$5.21K | ﹤0.01% | 816 |
|
|
2023
Q3 | $24.5K | Hold |
343
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $28.6K | Hold |
343
| – | – | ﹤0.01% | 756 |
|
|
2023
Q1 | $27.8K | Hold |
343
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $23.6K | Hold |
343
| – | – | ﹤0.01% | 694 |
|
|
2022
Q3 | $16.8K | Hold |
343
| – | – | ﹤0.01% | 732 |
|
|
2022
Q2 | $17.5K | Hold |
343
| – | – | ﹤0.01% | 756 |
|
|
2022
Q1 | $23.7K | Buy |
+343
| New | +$23.7K | ﹤0.01% | 710 |
|
|
2021
Q4 | – | Sell |
-332
| Closed | -$27.3K | – | 955 |
|
|
2021
Q3 | $27.3K | Sell |
332
-60
| -15% | -$4.93K | ﹤0.01% | 598 |
|
|
2021
Q2 | $31.2K | Hold |
392
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $32.3K | Hold |
392
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $28.1K | Buy |
392
+60
| +18% | +$4.31K | ﹤0.01% | 622 |
|
|
2020
Q3 | $23.1K | Hold |
332
| – | – | ﹤0.01% | 601 |
|
|
2020
Q2 | $19.6K | Hold |
332
| – | – | ﹤0.01% | 610 |
|
|
2020
Q1 | $13.9K | Hold |
332
| – | – | ﹤0.01% | 619 |
|
|
2019
Q4 | $21.6K | Hold |
332
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $17.8K | Hold |
332
| – | – | ﹤0.01% | 671 |
|
|
2019
Q2 | $19.8K | Hold |
332
| – | – | ﹤0.01% | 533 |
|
|
2019
Q1 | $17.8K | Hold |
332
| – | – | ﹤0.01% | 528 |
|
|
2018
Q4 | $18.6K | Hold |
332
| – | – | ﹤0.01% | 526 |
|
|
2018
Q3 | $21.3K | Hold |
332
| – | – | ﹤0.01% | 536 |
|
|
2018
Q2 | $21.9K | Hold |
332
| – | – | ﹤0.01% | 518 |
|
|
2018
Q1 | $21.1K | Buy |
+332
| New | +$21.1K | ﹤0.01% | 534 |
|