Bartlett & Co Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17
| Closed | -$2.94K | – | 1330 |
|
|
2025
Q1 | $2.94K | Buy |
+17
| New | +$2.94K | ﹤0.01% | 1040 |
|
|
2024
Q1 | – | Sell |
-80
| Closed | -$11.6K | – | 1211 |
|
|
2023
Q4 | $11.6K | Buy |
+80
| New | +$11.6K | ﹤0.01% | 975 |
|
|
2021
Q1 | – | Sell |
-17
| Closed | -$1.47K | – | 1194 |
|
|
2020
Q4 | $1.47K | Buy |
+17
| New | +$1.47K | ﹤0.01% | 970 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$1.9K | – | 889 |
|
|
2020
Q1 | $1.9K | Buy |
+27
| New | +$1.9K | ﹤0.01% | 783 |
|