Bartlett & Co Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,310
| Closed | -$207K | – | 1267 |
|
|
2024
Q4 | $207K | Hold |
7,310
| – | – | ﹤0.01% | 438 |
|
|
2024
Q3 | $232K | Sell |
7,310
-655
| -8% | -$20.8K | ﹤0.01% | 425 |
|
|
2024
Q2 | $234K | Sell |
7,965
-318
| -4% | -$9.36K | ﹤0.01% | 424 |
|
|
2024
Q1 | $251K | Sell |
8,283
-2
| -0% | -$61 | ﹤0.01% | 429 |
|
|
2023
Q4 | $231K | Buy |
8,285
+430
| +5% | +$12K | ﹤0.01% | 453 |
|
|
2023
Q3 | $205K | Hold |
7,855
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $210K | Sell |
7,855
-1,240
| -14% | -$33.1K | ﹤0.01% | 447 |
|
|
2023
Q1 | $233K | Hold |
9,095
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $208K | Buy |
9,095
+63
| +0.7% | +$1.44K | ﹤0.01% | 381 |
|
|
2022
Q3 | $201K | Hold |
9,032
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $208K | Hold |
9,032
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $263K | Hold |
9,032
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $290K | Buy |
+9,032
| New | +$290K | ﹤0.01% | 356 |
|