Bartlett & Co’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4
| Closed | -$2K | – | 1146 |
|
|
2022
Q3 | $2K | Sell |
4
-6
| -60% | -$3K | ﹤0.01% | 1055 |
|
|
2022
Q2 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 1063 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$1K | – | 1015 |
|
|
2021
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1176 |
|