Bartlett & Co’s Donaldson DCI Stock Holding History

Bartlett & Co’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.4M	Sell
2023 Q3	$1.32M	Sell
2023 Q2	$1.4M	Hold
2023 Q1	$1.46M	Sell
2022 Q4	$1.33M	Sell
2022 Q3	$1.12M	Sell
2022 Q2	$1.11M	Buy
2022 Q1	$1.19M	Hold
2021 Q4	$1.36M	Buy
2021 Q3	$1.11M	Buy
2021 Q2	$1.22M	Hold
2021 Q1	$1.12M	Sell
2020 Q4	$1.09M	Buy
2020 Q3	$904K	Sell
2020 Q2	$1.02M	Sell
2020 Q1	$847K	Buy
2019 Q3	$1.15M	Buy
2019 Q2	$1.1M	Buy
2019 Q1	$1.07M	Sell
2018 Q4	$933K	Sell
2018 Q3	$1.26M	Sell
2018 Q2	$984K	Hold
2018 Q1	$982K	Buy
2017 Q4	$1.05M	Sell
2017 Q3	$1.02M	Sell
2017 Q2	$1.06M	Sell
2017 Q1	$1.07M	Sell
2016 Q4	$1.04M	Sell
2016 Q3	$938K	Hold
2016 Q2	$864K	Sell
2016 Q1	$926K	Hold
2015 Q4	$832K	Sell
2015 Q3	$823K	Sell
2015 Q2	$1.07M	Hold
2015 Q1	$1.13M	Hold
2014 Q4	$1.15M	Hold
2014 Q3	$1.21M	Sell
2014 Q2	$1.28M	Sell
2014 Q1	$1.28M	Sell
2013 Q4	$1.43M	Sell
2013 Q3	$1.27M	Sell
2013 Q2	$1.21M	Buy