Bartlett & Co Wealth Management’s Thomson Reuters TRI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.94K	Buy
2024 Q1	–	Sell
2023 Q4	$11.6K	Buy
2021 Q1	–	Sell
2020 Q4	$1.47K	Buy
2020 Q2	–	Sell
2020 Q1	$1.9K	Buy