Bartlett & Co’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$8K | – | 1191 |
|
|
2022
Q2 | $8K | Buy |
+20
| New | +$8K | ﹤0.01% | 906 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 976 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 919 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 943 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1006 |
|
|
2013
Q4 | – | Sell |
-16
| Closed | -$2K | – | 721 |
|
|
2013
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 733 |
|