Bartlett & Co Wealth Management’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.5K | Hold |
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|
2025
Q2 | $21K | Hold |
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|
2025
Q1 | $20.4K | Hold |
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|
2024
Q4 | $17.8K | Hold |
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|
2024
Q3 | $19.2K | Hold |
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|
2024
Q2 | $16.8K | Hold |
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|
2024
Q1 | $16.5K | Hold |
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|
2023
Q4 | $17.1K | Sell |
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|
2023
Q3 | $50.4K | Sell |
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|
2023
Q2 | $64.7K | Buy |
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|
2023
Q1 | $44.5K | Sell |
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|
2022
Q4 | $46.5K | Hold |
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|
2022
Q3 | $42.4K | Hold |
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|
2022
Q2 | $64.9K | Hold |
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|
2022
Q1 | $60.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $81.8K | Hold |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $99.8K | Hold |
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|
2020
Q2 | $91.8K | Hold |
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|
2020
Q1 | $77.6K | Hold |
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|
2019
Q4 | $88.5K | Hold |
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|
2019
Q3 | $81.5K | Hold |
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|
2019
Q2 | $87.5K | Sell |
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|
2019
Q1 | $130K | Hold |
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|
2018
Q4 | $111K | Hold |
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|
2018
Q3 | $131K | Hold |
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|
2018
Q2 | $140K | Sell |
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|
2018
Q1 | $149K | Buy |
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