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Bartlett & Co’s Flex FLEX Stock Holding History

Bartlett & Co’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$359K Sell
15,526
-6,967
-31% -$161K 0.01% 393
2023
Q3 		$457K Hold
22,493
– – 0.01% 348
2023
Q2 		$468K Buy
+22,493
New +$468K 0.01% 350
2019
Q3 		$0 Buy
+33
New – ﹤0.01% 879