Bartlett & Co Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $179 | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $2.65K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $1.02K | Sell |
|
|||||
|
2022
Q1 | $13.9K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $13.5K | Sell |
|
|||||
|
2021
Q2 | $32.6K | Hold |
|
|||||
|
2021
Q1 | $33.3K | Sell |
|
|||||
|
2020
Q4 | $47.2K | Buy |
|
|||||
|
2020
Q3 | $25.3K | Hold |
|
|||||
|
2020
Q2 | $27K | Hold |
|
|||||
|
2020
Q1 | $22.7K | Hold |
|
|||||
|
2019
Q4 | $33.6K | Hold |
|
|||||
|
2019
Q3 | $25.2K | Sell |
|
|||||
|
2019
Q2 | $29.5K | Hold |
|
|||||
|
2019
Q1 | $34.6K | Sell |
|
|||||
|
2018
Q4 | $35.3K | Buy |
|
|||||
|
2018
Q3 | $29.9K | Hold |
|
|||||
|
2018
Q2 | $33K | Sell |
|
|||||
|
2018
Q1 | $36.7K | Buy |
|