BCWM
WAVX

Bartlett & Co Wealth Management’s WAVE SYS CORP CL A NEW COM STK (DE) WAVX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WAVX Stock Details WAVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-43
Closed – – 1237
2023
Q4 		$0 Hold
43
– – ﹤0.01% 1286
2023
Q3 		$0 Hold
43
– – ﹤0.01% 1214
2023
Q2 		$0 Hold
43
– – ﹤0.01% 1191
2023
Q1 		$0 Hold
43
– – ﹤0.01% 1117
2022
Q4 		$0 Hold
43
– – ﹤0.01% 1215
2022
Q3 		$0 Hold
43
– – ﹤0.01% 1311
2022
Q2 		$0 Hold
43
– – ﹤0.01% 1335
2022
Q1 		$0 Buy
+43
New – ﹤0.01% 1074
2019
Q4 		– Sell
-93
Closed – – 898
2019
Q3 		$0 Buy
+93
New – ﹤0.01% 965

Bartlett & Co Wealth Management's WAVX Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of WAVE SYS CORP CL A NEW COM STK (DE) (WAVX) in Q1 2024, closing a stake of 43 shares.

Bartlett & Co Wealth Management first reported a position in WAVX in Q3 2019 and held it in 9 quarters. The position peaked at $0 in Q4 2023. 0 funds tracked by Wall St. Rank hold WAVX as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining WAVE SYS CORP CL A NEW COM STK (DE) position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 43 WAVE SYS CORP CL A NEW COM STK (DE) shares in Q1 2024.
  • Bartlett & Co Wealth Management first reported a position in WAVE SYS CORP CL A NEW COM STK (DE) in Q3 2019 and held it in 9 quarters.
  • Bartlett & Co Wealth Management's WAVE SYS CORP CL A NEW COM STK (DE) position peaked at $0 in Q4 2023.
  • 0 funds tracked by Wall St. Rank held WAVE SYS CORP CL A NEW COM STK (DE) as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.