Bartlett & Co’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$12K Buy
+80
New +$12K ﹤0.01% 975
2021
Q1
Sell
-17
Closed -$1K 1176
2020
Q4
$1K Buy
+17
New +$1K ﹤0.01% 1067
2020
Q2
Sell
-27
Closed -$2K 875
2020
Q1
$2K Buy
+27
New +$2K ﹤0.01% 784